12 Aug Gratus Capital Named in Forbes Top 100 Wealth Advisors in the US
Atlanta, GA—August, 12, 2016—Gratus Capital, one of the Southeast’s premier wealth management firms, recently earned a spot on the Forbes Top 100 Wealth Advisors list, published this month. Specifically, Gratus Capital was ranked 59th out of 100 top-performing peers. This selection was made from a pool of over 11,000 nominations received, and approximately 4,000 candidates invited to complete the Forbes survey.
“As a firm, we are honored and gratified to have been included,” said McLarty. “It’s a testament to the value of our Gratus mission—providing exceptional wealth management that’s high-touch and thoroughly personalized. The Forbes results are proof positive we’re delivering on that mission.”
Gratus’ rank was determined by a detailed methodology involving qualitative and quantitative data. In terms of quality of practice, Forbes’ algorithm evaluated client retention figures, industry experience, compliance records, and firm nominations. On the quantitative side, analysts weighed factors like assets under management and the amount of revenue advisors generated for their firms.
“This mention is another big win to add to a growing list,” said McLarty, citing Gratus’ recent awards as one of the Top 10 Georgia Financial Advisors and among the Largest Fee-Only Registered Investment Advisory Firms in the U.S.
“But recognition isn’t what drives us. Ultimately it’s about our clients’ financial security, retirement plans, and legacy goals. Hearing families say they feel confident and prepared is, without question, the highest form of praise.”
The full list of Top 100 Wealth Advisors will be featured in the August 23, 2016 print issue of Forbes magazine.
About Gratus Capital
Gratus Capital is an Atlanta-based wealth management firm focused on serving successful individuals, families, foundations, and endowments. Known for its high-touch, proactive wealth management model, Gratus is an industry leader in the Southeast and beyond—earning numerous awards and “best of” mentions. Gratus is also a partner firm in the Focus Financial Partners family, a collaborative network of independent, fiduciary wealth management firms.
Forbes’ Top 100 Wealth Advisors in the U.S. Ranking Methodology
Gratus was ranked number 59 out of 100 Top Wealth Advisors in the United States in July 2016. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Investment News’ Selection Methodology
Gratus was ranked as one of the Top RIAs – Largest Fee-Only Registered Investment Advisory Firms in the U.S. in the December 2013 issue of Investment News magazine. Gratus was ranked #250 out of 1,372 entries. InvestmentNews qualified firms headquartered in the United States based on assets under management data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. Gratus did not pay any fees to be included in the ranking. Gratus did not pay any fees to be ranked.
AdvisoryHQ’s Selection Methodology
In July 2015, Gratus Capital was selected as one of the year’s top-rated Atlanta financial advisors by AdvisoryHQ. To makes its selections, AdvisoryHQ developed a “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Gratus did not pay any fees to be ranked.