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Press Release

PLANADVISER Names 13 CAPTRUST Advisors to List

Issued by CAPTRUST Financial Advisors

Mar. 31, 2023

PLANADVISER named 13 CAPTRUST advisors to its esteemed Top Retirement Plan Advisers list for 2023.

This prestigious designation recognizes the top 205 retirement plan advisors in the industry based on quantitative measures. To be listed, advisors had to have a minimum of 50 plan clients or $400 million in retirement plan assets under advisement.

Congratulations to the following CAPTRUST advisors for making the list!  

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