Wealthmanagement.com named CAPTRUST number one in its annual ranking of RIAs focused on wealth management. The publication's Top 100 Retail RIAs of 2016 are ranked based upon total assets under management reported on Form ADV. To make this list, firms must be U.S.-based and serve individual investors as a primary line of business.
Defined Contributions Plans
Investment and fiduciary services for 401(k), 403(b), and other defined contribution plans.
Defined Benefit Plans
Investment and fiduciary services for defined benefit pension plans.
Nonqualified Executive Benefits
Investment and plan management services for nonqualified deferred compensation plans.
Foundations and Endowments
Investment, fiduciary and risk management services for foundations and endowments.