ria

CAPTRUST

RALEIGH, NC

CRD: 175112

In network coverage since August 18, 2026 · 11 stories

$1.2TRegulatory AUMSEC Form ADV · Oct 10

1,841EmployeesForm ADV

Regulatory AUM · Aug 22 – Oct 10

Network coverage

The Close

Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team

Three moves into Wells Fargo totaled about $900 million, while Janney's Houston opening brought in a group that managed about $3.3 billion at Raymond James.

Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners

Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal

move · Oct 14Hoge moves $3B-asset Truist team to Captrust, citing employee equity

Moves · Oct 14Captrust adds 13-person, $3B Truist team as Hoge cites equity

Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win

advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark

M&A · Sep 24RIA deal currency shifts from AUM to cash and retention

Features · Sep 23Vanguard Bought the Last Custody Asset

M&A · Aug 31World Advisors sale rumor marks RPA consolidation's exit phase

exit · Aug 18MAI's $1B double buy lands two RIAs on a Carlyle-backed platform

CAPTRUST

Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team

The Morning Brief