Captrust Rides Culture, PE Backing and 'Infinite' Demand to $1T

Category: Finance

Captrust Financial Advisors has surpassed $1 trillion in assets, marking a significant milestone for the firm. Co-founder and CEO Fielding Miller attributes this achievement to a strong company culture, strategic mergers and acquisitions, and the increasing demand for fiduciary financial advice. With 1,600 advisors and over 90 locations, Captrust is poised for continued growth in the evolving RIA industry, emphasizing client retention and the integration of wealth management and retirement services.

Keywords: Captrust Financial Advisors, RIA industry, fiduciary financial advice

Source: ThinkAdvisor

Update At: 7/31/2024

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