CapTrust Advisors

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CAPTRUST | Financial Advice From Advisors You Can Trust Skip to Content Go to Homepage Contact Us Search for content Go Contact Us Financial Advice You Can Trust Our clients expect financial advice with their best interests in mind. Our experts are more than ready to deliver. Learn About CAPTRUST Contact an Expert The CAPTRUST Difference Our Vision Our vision is to be the most valued and impactful company in the history of the independent financial advisory industry. 98% Client retention (average since 2007) Nationwide A local presence coast to coast 35+ Former CEOs working together Pioneer Early adopter in providing fiduciary advice CAPTRUST is #1 on Financial Advisor magazine’s “2025 RIA Discretionary Non-Discretionary AUM” for the 10th year in a row! Disclosure: CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo. Explore Our Solutions Our nationwide team of advisors offer a wide range of financial services for a considerable group of clients, from private investors to retirement plan sponsors to nonprofit organizations. Find your advisor below to see how we tailor our advice to your unique needs. Download Transcript Read Transcript Life’s journey is filled with choices. There are small choices like what’

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