The July 2017 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) with assets in excess of $1 billion—making it our second year running to achieve this distinction. The magazine’s annual survey analyzes several metrics and other indicators of business success.
Our team started over 25 years ago with a single office and a handful of hardworking, like-minded folks who shared one common goal: to become the premier financial advisory firm in our region. Today, with offices across the country, we're well on our way to becoming one of the nation's top wealth management and retirement plan advisory firms.
Our success is rooted in the belief that a world class organization is only built "one brick at a time." In keeping with this founding principle, we continuously seek talented individuals with proven track records of excellence. Are you among this elite group? If so, we want to hear from you.
CapFinancial Partners, LLC is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws.