25 Sep Gratus Leader Hank McLarty Named to Forbes List of Top Advisors
The 2019 compilation, released in September, includes 250 advisors who manage a combined $910 billion in client assets. McLarty is ranked #60 out of these 250 top wealth advisors recognized by Forbes.
The full Forbes list of the 2019 Top 250 Wealth Advisors in America is available here.
McLarty credits Gratus Capital’s “deep bench” for cultivating a client experience that is as customized and personal as it is sophisticated and holistic.
“The people here at Gratus are the strength and the driving force of our success,” McLarty said. “Our team is committed and intentional to building a client-centric culture that exceeds expectations, and we continue to build together every day.”
Forbes’ Top Wealth Advisors list comprises a select group of advisors with a minimum of seven years of industry experience. The ranking, developed by SHOOK Research, a Forbes partner, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors such as revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.
Additional information on the ranking methodology can be found here.
As an industry leader, McLarty was also featured on Forbes’ Best-In-State Wealth Advisors list for 2019 earlier this year, where he represented Gratus among the top wealth advisors in Georgia.
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 Forbes ranking of America’s Top 250 Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Gratus Capital, LLC is not affiliated with Forbes or Shook Research, LLC. Data provided by SHOOKTM Research, LLC. Data as of 6/30/19. America’s Top Wealth Advisors (Forbes.com Sept. 2019).
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.