The National Association of Plan Advisors (NAPA) seeks to identify the industry’s top advisors under 40 with their annual list of “Young Guns”. This year, CAPTRUST has 15 advisors in the running for this distinction.
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Voting for the 2017 National Association of Plan Advisors (NAPA) Top Women Advisors list is now open! This year, CAPTRUST has 15 advisors in the running for this distinction, and voting closes on Friday, December 1.
CAPTRUST Atlanta was again named to the Atlanta’s 25 Largest Financial Planning and Advisory Firms list. Published by the Atlanta Business Chronicle, this list ranks firms by their total assets under management.
The Financial Times (FT) named 16 CAPTRUST advisors to its annual list of 401 Top Retirement Advisors. To qualify, list “applicants were required to advise on at least $50m in DC plan assets and have at least 20 percent of their client assets in DC plans.”
CAPTRUST Chief Operating Officer Ben Goldstein was recognized by the Triangle Business Journal in its inaugural C-Suite Awards, recognizing the best of the best in corporate leadership in the triangle who have made significant impact on the success of their organizations.
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.