09 Sep Gratus Capital Named in Financial Advisor Magazine’s 2019 RIA Ranking
Gratus Capital was recognized in Financial Advisor magazine’s 2019 RIA Ranking, an annual list of the top Registered Investment Advisor (RIA) firms in the nation based on assets under management (AUM) from the previous calendar year.
Of the 683 ranked firms, Gratus Capital placed in the top 30 percent of the list at No. 193, with a 4.61% growth in assets from 2017-2018. Additionally, Gratus registered the second-highest percentage growth in AUM among the eight Atlanta-based RIA firms included in the asset class of $1 billion and over.
“We are incredibly proud to be recognized and ranked among the top RIA firms in the nation,” said Hank McLarty, President and founder of Gratus Capital. “The Gratus team works every day to provide our clients with a seamless process that delivers financial well-being at the most personal and sophisticated levels. Our commitment to that client-centric approach is at the foundation of our year-over-year growth.”
While total assets under management served as the ranking baseline, the publication also collated reporting data of ranking firms’ percentage growth in AUM, assets per client, percentage of growth in assets per client, and the percentage of change in number of clients as of year-end 2018.
Financial Advisor magazine is a leading educational and industry publication that delivers planning and strategies designed to help investment advisors and financial planning professionals better serve their clients.
The full 2019 RIA Ranking from Financial Advisor magazine can be found here.
To be eligible for inclusion, advisory firms must be independent Registered Investment Advisors, file their own Form ADV statement with the U.S. Securities and Exchange Commission (SEC), and provide financial planning and related services to individual clients. All firms must be either independently owned or a freestanding subsidiary of another business.
About Gratus Capital, LLC
Gratus Capital is a consultative wealth manager focused on serving individuals, families, foundations, endowments, and other institutions nationwide. We offer comprehensive financial planning and active portfolio management. Clients benefit from having a dedicated team focused on providing counsel, recommending intelligent, custom solutions, and upholding fiduciary standards. Contact us today to learn how we can help you reach your financial goals.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Additional details regarding the criteria and process utilized in formulating these rankings are described below.
The RIA Ranking is an independent listing of RIA firms produced annually (July 2019) by Financial Advisor magazine as a means of measuring growth among independent advisors across the U.S. It is based on survey data gathered from RIA firms, which are ranked by year-end assets, defined as discretionary and nondiscretionary AUM reported on Form ADV. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to Financial Advisor magazine in exchange for inclusion in the RIA Ranking.