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Financial Times Names 16 CAPTRUST Advisors to Top 401 List

The Financial Times included 16 CAPTRUST advisors in the publication’s annual list 401 Top Retirement Advisors. In the list’s accompanying article, Financial Times’ Loren Fox explains that “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” and that “the qualifying advisors completed a questionnaire about the nature of their practice, their investment recommendations, and more.”

The list included CAPTRUST financial advisors:

To read the article online, please visit


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.



CAPTRUST Tops Latest List of DC Aggregator Firms

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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