CAPTRUST Financial Advisors Onboards Compass Advisors and Long Island Wealth Management

CAPTRUST Financial Advisors expanded its New York presence by adding Compass Advisors and Long Island Wealth Management, two affiliated advisory firms based in Melville, New York. The combined teams bring seven professionals and approximately $1.2 billion in assets, with both firms adopting the CAPTRUST brand. The firms cited CAPTRUST’s fiduciary approach and operational resources—such as cyber-security, tax, and estate planning support—as key reasons for joining.