Each September, PLANADVISER conducts its proprietary Retirement Plan Adviser Survey, which is later used to compile the Top 100 Retirement Plan Advisers list. According to PLANADVISER, “this list includes advisers who reach the top of their respective peer groups in terms of assets under advisement (AUA) or number of retirement plan clients, including defined contribution, defined benefit, and nonqualified plans.”
This year, CAPTRUST’s Texas-based Michael Maresh and Pennsylvania-based Scott Wertheim were named to the Top 100 list’s subcategory of “Individual Advisers With $1 Billion or More in Retirement Plan Assets Under Advisement.”
To learn more about the methodology and to see the entire list, please click here.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm currently represents more than $300 billion in client assets with 38 locations across the U.S.