02 Oct Gratus Named to Forbes Top 100 Advisors – 3rd Year in a Row
Gratus Capital has been named to the Forbes 2018 Top Wealth Advisors list. Gratus Capital’s Founder & CEO Hank McLarty is listed 71st out of 250 top peers. The Top Wealth Advisors were selected from nearly 26,000 nominations. Over 9,000 candidates were invited to complete the online survey, and of those, approximately 7,000 participated in phone interviews and 1,503 were interviewed in person.
The Forbes ranking of America’s Top Wealth Advisors was developed by SHOOK Research, a research organization focused on the quality of the advisor. It is based on advisor experience and an algorithm that measures qualitative benchmarks gleaned through telephone and in-person interviews along with quantitative data. Specific factors that were examined include revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. To read more about the methodology, click here.
The full list of Top Wealth Advisors was published online on September 12, 2018, to Forbes magazine.
“We have built our business by focusing on our customers and providing responsive, thoughtful, accurate wealth management counsel,” said McLarty. “We understand we have an opportunity to play a significant role in helping clients to achieve their dreams and plan for the future, and we make them our mission. We are honored to be recognized by Forbes as a Top Wealth Advisor again this year as a reflection of the value and level of service we provide.”
A boutique wealth management firm focused on serving successful individuals, families, foundations and endowments, Gratus Capital caters to clients across the nation with a tailored team approach, low client to advisor ratio and fee-based advisory services.
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Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client, nor are they representative of any one client’s evaluation. Neither the firm nor any recognized adviser paid a fee for the award. Information about the criteria used in making these rankings is available upon request.
Developed by Shook Research, Forbes ranking based on overall quality of practice and algorithm of qualitative/quantitative data received in nominations from professionals from financial services, banks, brokerages, custodians, insurance, clearing houses and registered investment advisers. Criteria include client retention, industry experience, compliance records, firm nominations, AUM, and revenue generated for firms. Seven years minimum advisors experience.
The above article is intended to provide generalized financial information; it does not give personalized tax, investment, legal, or other professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other matters that affect you or your business.