CAPTRUST has acquired 28 advisor practices in 12 years. In the latest InvestmentNews list of aggregator firms, CAPTRUST ranks as the largest of firms active in this space, with $221 billion of defined contribution (DC) plan assets under advisement and 95 DC-focused advisors.
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PLANSPONSOR Magazine has named CAPTRUST’s Chris Kulick the Retirement Plan Adviser of the Year in its individual advisor category. Kulick joined CAPTRUST in 2010 and works out of the firm’s office in Doylestown, Pennsylvania.
PLANADVISER’s John Manganaro recently sat down with CAPTRUST CEO Fielding Miller to talk about growth trends. In the exclusive interview, Miller “describes in detail the firm’s success building scale in the 3(38) fiduciary advice market.”
Each year, PLANADVISER compiles the Top 100 Retirement Plan Advisers list. This year, CAPTRUST’s Mark Davis and Scott Wertheim were named to the Top 100 list, and CAPTRUST’s Akron team was named to the list’s small team subcategory.
NAPA has just announced their 2018 list of Top Retirement Plan Advisors Under 40—also known as “Young Guns.” CAPTRUST’s Shaun Eskamani, John Frady, Christopher Kulick, and Andrew Shimp were named to this year’s list.
NAPA has launched a new industry list that recognizes Top DC Advisor Teams. The inaugural list, which was compiled by the association’s Nevin E. Adams, features teams with a defined contribution (DC) practice and includes 22 CAPTRUST teams.