Financial Advice You Can Trust
Our clients expect financial advice with their best interests in mind. Our experts are more than ready to deliver.
Financial Advice You Can Trust
Our clients expect financial advice with their best interests in mind. Our experts are more than ready to deliver.
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!
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.
Individuals & Families
Comprehensive wealth planning and investment advice, tailored to your unique needs and goals
Retirement Plan Sponsors
Investment management and discretionary services to deliver competitive retirement benefits
Endowment & Foundation Leaders
Fiduciary, investment, and risk management services with your mission in mind
Retirement Plan Sponsors
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What to Expect for Retirement Plan Sponsors
Comprehensive wealth planning and investment advice, tailored to your unique needs and goals
We have a deep bench of national talent with specializations by plan type, industry, investment pools, and even geography.
The best advice comes from truly understanding your organization, your goals, and your expectations.
We’ll connect you with a financial advisor who can provide customized advice that matches your unique goals.
Individuals & Families
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What to Expect for Individuals & Families
Our clients range from new investors and small business owners to key executives, professional athletes, and those with significant wealth. Regardless of how complex or unique your financial picture may be, we’re ready and equipped to help you.
Our nationwide presence means you’re never too far away from a CAPTRUST advisor.
Understanding who you are and what you want your money to do is the most important step to providing good advice.
We’ll connect you with a financial advisor who is well-positioned to give customized advice that matches your unique goals.
Endowment & Foundation Leaders
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What to Expect for Endowment & Foundation Leaders
We provide expert guidance and resources to help endowments and foundations address their investment, spending, governance, and donor development challenges. With expertise across the full spectrum of nonprofits, we leverage decades of experience to help our clients achieve their missions.
Our expert team has specialized knowledge and experience by organization type, category of nonprofit or charitable trust, and even geography.
Understanding your objectives, your mission, and the type of advisory relationship you are seeking helps us understand how we can best help.
We’ll connect you with a financial advisor who is well-positioned to give customized advice that matches your unique goals.
Resources
Get Informed
From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.
Aging With Intention Webinar Recap
People are living longer, but longevity alone isn’t the goal—a longer healthspan is.
Why Predictions Matter Less Than Portfolio Construction
In an environment shaped by rapid technological change, shifting market leadership, and policy uncertainty, investors face a widening range of possible outcomes. Here, the CAPTRUST Investment Group explains why predicting market moves is less effective than building diversified, resilient portfolios designed to weather many possible futures.
Effective Advisor RFPs for Nonprofits
Nonprofits rely on strong partners to navigate complex investment, governance, and fundraising challenges. However, identifying the right advisor isn’t always straightforward.
CAPTRUST Grows with the Addition of Stillwater Capital Advisors
