Awards

Gratus Capital ranked in Forbes Top 100 Wealth Advisors in the U.S.

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. 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.

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Named Top Steward for its Select Group of Clients

Published By AdvisoryHQ . Updated | July 12, 2015 11:29 pm

This review is a follow-up of AdvisoryHQ’s Top 10 Financial Advisors and Wealth Managers in Atlanta, Georgia publication. After going through our rigorous Breakthrough Financial Advisor Selection Methodology, Gratus Capital was selected as one of this year’s top rated Atlanta financial advisors.

Selecting Top Advisors and Wealth Managers:

As part of our selection methodology in identifying top financial advisors, AdvisoryHQ News reviews a wide range of factors, including a financial advisor’s fee schedule, fiduciary classification, scale, personalization, scope of services, experience level, transparency, and level of customized approach.

Click here for additional details on our selection process.

Listed as one of the Top 10 Georgia Financial Advisors and Wealth Managers

We were pleased to be names as one of the Top 10 Georgia Financial Advisors and Wealth Managers by AdvisoryHQ.   www.advisoryHQ.com

Selection Methodology:

The ranking methodologies used to select top financial advisors, planners, and wealth managers by major publications, like Barron’s (US) and Citywire (UK), are highly focused on total assets under management (AUM), firm size, and the amount of revenue generated by an advisory firm.

To generate a more reflective ranking, AdvisoryHQ went beyond just analyzing AUM, revenue, and the size of a financial advisor, planner or wealth management firm.

AdvisoryHQ News developed a breakthrough, “Top-Down” Advisor Selection Methodology, which is based on an advisor’s fee structure, fiduciary duty, independence, transparency, level of customized service, history of innovation, quality of services provided, team excellence, wealth of experience, and a wide range of other factors.

Click here for a full description of the AdvisoryHQ Selection Methodology.

Gratus named as Top RIAs – Largest Fee-Only Registered Investment Advisory Firms in the U.S.

We are proud to announce that we were named in the December 2013 issue of Investment News magazine as one of the Top RIAs – Largest Fee-Only Registered Investment Advisory Firms in the U.S.

 

Methodology:  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.

 

Gratus Capital ranked Top 50 Emerging Fee-Only RIA Firms in the Country

We are proud to announce that we were named in the January 2013 issue of Financial Planning magazine as one of the TOP 50 Emerging Fee-only RIA Firms in the Country. Last January, we were named Top 25 Fastest Growing Emerging RIA Firms in the Country.  We would like to thank our clients, colleagues and fellow investors for another successful year.

Gratus Capital named 2012 Atlanta’s Top Wealth Managers

We are pleased to announce that we were named one of 2012 Atlanta’s Top Wealth Managers published by the Atlanta Magazine.  Last September (2011), we were named as one of Atlanta’s Top Wealth Managers by the National Association of Board Certified Advisory Practices (NABCAP), in the Atlanta Business Chronicle September 9-15, 2011 issue.

Gratus Capital named Top 10 NAPFA Fee-Only Advisors in Atlanta 2nd year in a row

We are pleased to announce that for the second year in a row, we were named in the TOP 10 NAPFA FEE-ONLY INVESTMENT ADVISORS list published by the Atlanta Business Chronicle November 2012 Issue. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

Gratus Capital’s Hank McLarty and Brian Doe recognized as 2012 Select Wealth Managers

We are proud to announce that Hank McLarty, President and Brian Doe, Wealth Advisor were both recognized as 2012 Select Wealth Managers in Atlanta in the October 2012 issue of Atlanta Magazine.

Atlanta’s Top Financial Resources

Gratus has been recognized as one of Atlanta’s Top Financial Resources in the February 2012 issue of Atlanta Business Chronicle.

Gratus ranked in Top 25 Fastest Growing Emerging RIAs in the U.S.

We are proud to announce that we were named in the January 2012 issue of Financial Planning magazine as one of the TOP 25 Fastest Growing Emerging RIAs in the Country.