Captrust
Financial Advising
Why pick this one
They have a 98% client retention rate since 2007 and employ over 35 former CEOs.
Best for
- individual wealth management
- financial advice for retirement plan sponsors
Look elsewhere if
- budget-sensitive financial advice
- clients seeking short-term investment strategies
Specialties
- comprehensive wealth planning
- portfolio management
- investment advice
- charitable gift planning
- retirement planning
Certifications
- registered investment advisor
What makes them different
- 98% client retention rate since 2007
- majority employee-owned
- pioneer in fiduciary advice
- 41 former CEOs on staff
- #1 on Financial Advisor magazine’s 2025 RIA ranking
- Years in business
- over 30 years
Distilled from this business's own website.
Contact & Location
- Address
- 4208 Six Forks Rd, Raleigh, NC 27609-5733
- Phone
- +19198706822
- Website
- http://www.captrust.com/
Services
- investment advisory
- financial planning
- fiduciary services