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Who We Are

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.

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Financial Advisors

We believe the best way to build a world-class organization is “one brick at a time.”

CAPTRUST fosters a culture of ownership that promotes excellence and empowers creativity. Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.

Akron, OH

Atlanta, GA

Austin, TX

Bethlehem, PA

Birmingham, AL

Boston, MA

Charlotte, NC

Chicago, IL

Cincinnati, OH

Clarkston, MI

Columbia, MO

Dallas, TX

Dayton, OH

Des Moines, IA

Doylestown, PA

Greenwich, CT

Houston, TX

Jackson, MS

Lake Mary, FL

Los Angeles, CA

Minneapolis, MN-Downtown

Minneapolis, MN-Eden Prairie

New York, NY

Philadelphia, PA

Port Washington, NY

Portland, ME

Raleigh, NC

Richmond, VA

Riverside, CA

Santa Barbara, CA

Recognition

CAPTRUST Again Named #1 U.S. Advisory Firm

The July 2017 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) with assets in excess of $1 billion—making it our second year running to achieve this distinction. The magazine’s annual survey analyzes several metrics and other indicators of business success.

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Announcements

Demystifying Financial Wellness Webinar Registration

Join us on Wednesday, August 30, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner.

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