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| Raleigh, NC

CAPTRUST’s Atlanta Office Named to Top Financial Planning and Advisory Firms List

The Atlanta Business Chronicle’s list of Atlanta’s 25 Largest Financial Planning and Advisory Firms ranks firms by their total assets under management (AUM). This year’s list was researched by Patsy Conn, the publication’s research director, and included additional data points for each firm—namely, Atlanta office AUM broken down into discretion and non-discretion figures and companywide AUM.  

CAPTRUST’s Atlanta office has more than $7 billion in AUM, earning it the number 9 ranking in this year’s list. To find the entire list online, please click here. (Gated content)

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 $244 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

Announcements

Upcoming Webinar! Rising Interest Rates

In this upcoming webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood will present their views on what plan sponsors need to know about rising interest rates and the impact on retirement plans.

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Press Releases

CAPTRUST Merges with Knox Capital Group

CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.

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Announcements

VESTED, Winter 2018

We are pleased to announce that the Winter 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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