Captrust acquires $107 billion competitor
![$107 billion](https://s32566.pcdn.co/wp-content/uploads/2022/01/Merger-MA-2-951x634.jpg.optimal.jpg)
The deal for Portfolio Evaluations of New Jersey is Captrust’s 54th acquisition since 2006.
Captrust Financial Advisors, a Raleigh, North Carolina-based retirement plan specialist that manages and oversees $745 billion in assets, has acquired Portfolio Evaluations Inc., a Warren, New Jersey-based retirement firm managing $107 billion in assets.
Portfolio Evaluations was founded in 1992
Learn more about reprints and licensing for this article.