ria
CAPTRUST
RALEIGH, NC
CRD: 175112
In PWD coverage since August 18, 2026 · 2 stories
$1.2TRegulatory AUMSEC Form ADV · Aug 28
1,841EmployeesForm ADV
Regulatory AUM · Aug 21 – Aug 28
PWD coverage
M&A
World Advisors sale rumor marks RPA consolidation's exit phase
A rumored sale of the $73 billion platform would confirm the benefits/P&C cross-sell story behind RPA aggregation has broken, leaving the 26 remaining aggregators as inventory.