ria
CAPTRUST
RALEIGH, NC
CRD: 175112
In PWD coverage since August 18, 2026 · 4 stories
$1.2TRegulatory AUMSEC Form ADV · Oct 3
1,841EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 3
PWD coverage
advisor_note
Ameriprise’s retention check is now a recruiting benchmark
One-time, taxed cash is now measured against equity that gets priced at the next transaction, and this quarter’s moves show advisors doing that math.