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Tuesday, April 18, 2017 | Raleigh, NC

CAPTRUST Named to 2017 PLANADVISER Top 100 List

This year, CAPTRUST was named to the 2017 PLANADVISER Top 100 Retirement Plan Advisers list. At nearly $190 billion in assets under management as of 9.30.2016, CAPTRUST was listed in the section of “Mega Teams With $12 Billion or More in Retirement Plan Assets Under Advisement.” Additionally, CAPTRUST was named to the list segment titled “Mega Teams With More Than 250 Retirement Plans Under Advisement.”

Sourcing for this quantitative list begins in September of the prior year and information is pulled from responses to an annual survey. The Top 100 list is divided based on the number of advisors and number of total employees, and the four resulting categories are Individuals, Small Teams, Large Teams, and Mega Teams. CAPTRUST was one of 12 Mega Teams included in this year’s Top 100.

About CAPTRUST

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 $210 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.

Announcements

VESTED, Summer 2017

We are pleased to announce that the Summer 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of June 26. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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Announcements

Fiduciary Rule Driving Advisor RFP Activity

So far this year, CAPTRUST has received more than 120 advisor requests for proposal (RFPs) from retirement plan sponsors evaluating their current advisory relationships or seeking to hire advisors. This activity level represents the highest volume of RFPs CAPTRUST has experienced since it began formally responding to advisor RFPs in 2002.

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Recognition

Fielding Miller on Curating Success at CAPTRUST

A recent InvestmentNews article explores how the RIA “space saw a record 44 mergers and acquisitions during the first quarter of 2017.” So far this year, CAPTRUST has completed five such transactions, and the article quotes CEO Fielding Miller that “‘We’re looking for people who still have some gas in the tank and are still looking to grow.’”

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