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CAPTRUST

captrust.com
CAPTRUST is a financial advisory firm headquartered in Raleigh, NC, that provides discretionary investment management and fiduciary advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
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19891001-5000 emp
Raleigh, North Carolina
$500 Million to 1 Billion revenue
Financial Services
NAICS 52
1919•••••22
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CAPTRUST campaignconsultative3000 target
Companies like CAPTRUST — Financial Services, 1001-5000
“Target organizations that need a fiduciary partner to improve retirement plan governance, investment oversight, and participant outcomes while reducing internal complexity.”
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Companies 45
Decision-makers 31
Emails 20
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Companies like CAPTRUST — competitors and alternatives

CompanyWhat they doLocationSizeHiring
CAPTRUSTcaptrust.com
RMLCRA
CAPTRUST is a financial advisory firm headquartered in Raleigh, NC, that provides discretionary investment management and fiduciarRaleigh, North Carolina1001-5000
MEDMJM
4Thought Financial Group is an SEC Registered Investment Adviser based in Syosset, New York, that provides Multi-Method Investing®Syosset, New York1-10
Alison Wealth Managementalisonwealth.com
Alison Wealth Management is a financial advisory firm with offices in Charleston, SC and Palo Alto, CA, offering retirement planniCharleston, South Carolina1-10
JMVZMR
Alaska Permanent Capital Management (APCM) is an Alaska-based Registered Investment Adviser founded in 1992 that provides investmeAnchorage, Alaska1-10
Abundancellcabundancellc.com
AMTCFR
Abundance is a financial services firm based in State College, Pennsylvania, that designs and manages estate plans, wealth transfeState College, Pennsylvania11-50
DMRHRH
Acropolis is a fee-only Registered Investment Advisor and fiduciary wealth management firm based in Chesterfield, Missouri, managiChesterfield, Missouri51-200
Awealthplanawealthplan.com
JBRRSB
AWealthPlan (awealthplan.com) is a strategic wealth planning firm based in Dallas, Texas, that works with business owners and indiDallas, Texas1-10
Alliancewmgalliancewmg.com
AJTM
Alliance Wealth Management Group is a financial services firm based in Flemington, New Jersey, offering personalized wealth manageFlemington, New Jersey11-50
DSJCCR
Advanced Capital Group (ACG) is a registered investment advisory (RIA) firm based in Minneapolis, MN, founded in 1998 with 11-50 eMinneapolis, Minnesota11-50
Monarch401Kmonarch401k.com
MJSC
Monarch Plan Advisors is an independent retirement plan consulting firm that serves companies sponsoring 401(k) and 403(b) plans, Simi Valley, California1-10
AlphaCore is a wealth management advisory firm that provides financial plans and investment solutions designed to reduce portfolioLa Jolla, California11-50
Private Vistafsnplan.com
FinanceChicago, Illinois51-200
Albrittonfsalbrittonfs.com
AA
Albritton Financial Services is a family office and wealth planning firm serving successful business owners and multi-generationalCreve Coeur, Missouri1-10
Alan Biller and Associatesalanbiller.com
MAACDV
Alan Biller and Associates is an employee-owned fiduciary investment consulting firm founded in 1982 that serves US institutional Menlo Park, California51-200
Actium Groupactiuminvest.com
SSMS
Actium Group appears to be a Dallas-based financial services firm. Publicly available site content is limited to contact informatiDallas, Texas1-10
Almanackipalmanackip.com
Almanack Investment Partners is an asset management and investment advisory firm, founded in 2014 and based in Wayne, PennsylvaniaWayne, Pennsylvania11-50
GRP Financialgrpfinancial.com
Global Retirement Partners is a retirement plan consulting firm based in San Rafael, California, that pairs plan sponsors and inveSan Rafael, California11-50
Alphacapmalphacapm.com
Alpha Capital Management is an Austin, Texas independent asset management firm that provides comprehensive wealth building serviceAustin, Texas11-50
Myfamilycfomyfamilycfo.net
myFamilyCFO is a privately owned, 2011-founded financial services firm based in Wausau, Wisconsin, that positions itself as a 'ManWausau, Wisconsin1-10
Alberty Asset Managementalbertyasset.com
Alberty Asset Management is an investment management firm founded in 1994 and based in Eugene, Oregon, that delivers retirement plEugene, Oregon1-10
401k Investment Professionals, LLC401kinvestmentprofessionals.com
401k Investment Professionals is a retirement plan advisor serving small and midsize companies, offering fee analysis, fiduciary-aMadison, Wisconsin1-10
Alphacmgalphacmg.com
Alpha Capital Management Group is a multi-generational partnership of financial professionals that provides investment and wealth Greenwood Village, Colorado1-10
Carringtonfocarringtonfo.com
Carrington Group is a boutique family office and financial planning consulting firm based in Dallas, Texas, that serves entrepreneDallas, Texas1-10
Affinity Capital is a fiduciary, fee-only wealth management firm serving high-net-worth individuals and families, providing personPeoria, Texas11-50
Findley is a retirement plan and benefits consulting firm, now part of USI Consulting Group, that delivers employer-sponsored retiBrentwood, Tennessee51-200
Shepherd Financialshepherdfin.com
Shepherd Financial is a retirement plan consulting and wealth management firm founded in 2015, with offices in Carmel, Louisville,Carmel, Indiana51-200
Abound Wealthaboundwealth.com
Abound Wealth is a financial advisory firm based in Franklin, Tennessee, that helps clients who have already built wealth simplifyFranklin, Tennessee11-50
Gopensionsgopensions.com
O'Connell Pension Consulting is a full-service pension consulting firm based in Eugene, Oregon, that provides pension plan consultEugene, Oregon1-10
Alloy Wealth Managementalloywealth.com
Alloy Wealth Management is a wealth management firm serving the Carolinas, focused on insurance planning, retirement planning, andCharlotte, North Carolina11-50
401K GPS is a financial services firm that provides a web-based platform delivering 401(k) investment allocation recommendations tBrighton, Michigan1-10
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CAPTRUST is a financial advisory firm headquartered in Raleigh, NC, that provides discretionary investment management and fiduciary advisory services to retirement plan sponsors, e
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Frequently asked questions about CAPTRUST

What does CAPTRUST do?

CAPTRUST is a financial advisory firm headquartered in Raleigh, NC, that provides discretionary investment management and fiduciary advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.

Who are CAPTRUST's competitors?

Companies like CAPTRUST include 4Tfg, Alison Wealth Management, APCM, Abundancellc, Acrinv. See the full list of 24 competitors and alternatives above.

How many employees does CAPTRUST have?

CAPTRUST has approximately 1001-5000 employees and is in the Financial Services industry.

Where is CAPTRUST headquartered?

CAPTRUST is headquartered in Raleigh, North Carolina.

What industry is CAPTRUST in?

CAPTRUST operates in the Financial Services industry.

Who are the decision-makers at CAPTRUST?

Key decision-makers and buying contacts at CAPTRUST are listed above, including leaders across executive, finance, sales and operations.