23 Aug Forbes Names Gratus Capital Top Independent RIA in GA
Forbes Names Gratus Capital Top Independent RIA in GA
Fast-growing Atlanta firm recognized on prestigious national list for sixth consecutive year
ATLANTA, GA (24 August 2021) – Gratus Capital, an Atlanta-based full-service wealth management firm, is thrilled to announce it has been named to the distinguished Forbes Top 250 Wealth Advisors in America list for the sixth consecutive year.
The fast-growing company is the highest-ranked independent RIA firm in Georgia and No. 52 on the national list.
Gratus Capital provides comprehensive financial planning and active portfolio management to clients.
“We are honored to be recognized as one of the top wealth advisory firms in the nation,” said Hank McLarty, the firm’s Founder and CEO. “It is humbling to be named to such a respected list for the sixth consecutive year. As client needs get more complex and demands for services continue to rise, our growing team has stepped up to help ensure we are driving both short- and long-term success.”
As part of Gratus Capital’s strategic growth initiatives, the team has expanded by 40 percent over the past year. This planned buildout has included new wealth advisors, client service managers, analysts, operations associates, and human capital analysts to broaden the firm’s financial planning and investment advisory services to clients across the Southeast, from the Atlanta region and the Carolinas all the way to Palm Beach and South Florida.
To build on the firm’s consistent growth and plan for future additions to the team, Gratus Capital will be relocating in October to a larger office in Buckhead. The new headquarters, which is nearly 20,000-square-feet, will feature an open-floor concept with 360-degree window views of Atlanta and collaborative pods with rising desks for employees.
Gratus Capital, LLC (Gratus) is a limited liability company that provides investment advisory services, financial planning and other wealth management services to individuals and businesses. Gratus is an SEC registered investment advisor and a wholly-owned subsidiary of Focus Financial Partners. Registration with the SEC does not imply any level of skill or training. Our ADV documents are available upon request.
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.
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 3/31/21. America’s Top Wealth Advisors (Forbes.com August 2021).