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 California-based Mark Davis and Pennsylvania-based Scott Wertheim were named to the Top 100 list’s subcategory of individual advisors with more than $950 million in retirement plan AUA. Additionally, CAPTRUST’s Akron team was named to the list’s subcategory of small teams with at least $1.5 billion in retirement plan AUA.
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 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 $250 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, and Virginia.