Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors
Every SEC-registered investment adviser representative at Captrust, by the state and city of the office they work from.
874 registered advisors work at Captrust, in 38 states and 155 cities; the most are in Raleigh, NC (120). 276 list the CFP designation and 314 are also registered broker representatives.
Search every Captrust advisor by name →Who joined and left Captrust →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →
Cities with the most Captrust advisors
Raleigh, NC 120Boston, MA 52Brentwood, TN 31Charlotte, NC 30Tampa, FL 30San Antonio, TX 26Phoenix, AZ 25Chesterton, IN 20Dallas, TX 18Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Indianapolis, IN 16Leawood, KS 16Chicago, IL 14Uniontown, OH 14Alexandria, VA 13New York, NY 13Minnetonka, MN 12Lake Success, NY 10Salt Lake City, UT 10Wilmington, NC 10Bellevue, WA 9Minneapolis, MN 8Overland Park, KS 8Southfield, MI 8West Des Moines, IA 8Austin, TX 7
Captrust advisors by state
Captrust in North Carolina 177
Raleigh 120Charlotte 30Wilmington 10Winston-Salem 6Sanford 5Greensboro 4Corolla 1Highlands 1
Captrust in Texas 79
San Antonio 26Dallas 18Austin 7Houston 7Fort Worth 6The Woodlands 6Boeme 4Boerne 1El Paso 1Georgetown 1Helotes 1The Colony 1
Captrust in California 57
Sacramento 17Costa Mesa 16Folsom 7Roseville 5Pasadena 2San Ramon 2Camarillo 1Riverside 1San Diego 1San Francisco 1San Juan Capistrano 1Santa Barbara 1Westlake Village 1Woodland Hills 1
Captrust in New York 48
Rochester 18New York 13Lake Success 10Melville 3Coram 1Melvile 1Plainview 1Saratoga Springs 1
Captrust in Pennsylvania 43
Allentown 17Bethlehem 6Pittsburgh 5Devon 4Greensburg 3Wayne 2Doylestown 1Easton 1Lilly 1Media 1Villanova 1Walnutport 1
Captrust in Florida 42
Tampa 30Jupiter 2Lake Mary 2Boca Grande 1Boca Raton 1Fernandina Beach 1Miami 1North Miami 1Ocala 1Port St. Lucie 1Tarpon Springs 1
Captrust in Minnesota 29
Minnetonka 12Minneapolis 8St. Paul 5Excelsior 1Monticello 1Saint Paul 1Wayzata 1
Questions
How many financial advisors does Captrust have?
874 investment adviser representatives are registered with Captrust, according to the SEC's Investment Adviser Public Disclosure records, in 38 states and 155 cities. 276 list the CFP designation and 314 are also registered as broker representatives.
Where does Captrust have the most advisors?
Raleigh, NC, with 120 registered advisors, then Boston, MA (52). By state, North Carolina has the most, with 177.
How do I find a Captrust financial advisor near me?
Pick your state below, then your city, to see every Captrust advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Captrust offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →