Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Captrust office in Minnesota, by city and A to Z.

29 registered advisors work at Captrust in Minnesota, out of 874 nationwide; it's the firm's number 10 state by advisors, and the most are in Minnetonka (12). 12 list the CFP designation and 1 are also registered broker representatives.

Captrust advisors by city in Minnesota

Every firm in Minnesota →

Minnetonka 12Minneapolis 8St. Paul 5Excelsior 1Monticello 1Saint Paul 1Wayzata 1

Captrust advisors in Minnesota, A to Z

Search by name →

Captrust in other states

North Carolina 177Texas 79Massachusetts 62California 57New York 48Pennsylvania 43Florida 42Indiana 36Tennessee 35Kansas 28Arizona 27Virginia 26Ohio 22Michigan 19South Carolina 18Colorado 16Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3

Questions

How many Captrust financial advisors are in Minnesota?

29 investment adviser representatives are registered at Captrust offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 12 list the CFP designation and 1 are also registered as broker representatives.

Where in Minnesota does Captrust have the most advisors?

Minnetonka, with 12, then Minneapolis (8). Captrust has advisors in 7 cities in Minnesota.

How do I check a Captrust advisor in Minnesota?

Each advisor below 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. Advisors are listed at the city of the Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.