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CAPTRUST Atlanta Makes Top Financial Planning and Advisory Firms List

The Atlanta Business Chronicle publishes its list of Atlanta’s Top 25 Financial Planning and Advisory Firms on an annual basis. For 2016, CAPTRUST’s Atlanta branch secured the number eight position among firms that are ranked by total assets under management.

The CAPTRUST Atlanta office financial advisors are Vic Bell, Richmond Bernhardt, and Drew McCorkle. Altogether, they represent a combined 93 years of industry experience and have more than $7.3 billion in assets under management.

To find the entire list online, please click here.

About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $188 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.


VESTED, Summer 2019

We are pleased to announce that the Summer 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail shortly. If you are interested in receiving VESTED Magazine, please let us know via email.

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