Gratus Capital has been named to The Forbes ranking of America’s Top 100 Wealth Advisors for the second year in a row. Gratus Capital’s Founder & CEO Hank McLarty is listed 67th out of 100 top-performing peers. The Top 100 Wealth Advisors were selected from nearly 20,000 nominations and over 4,000 candidates invited to complete the Forbes survey.
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 both 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, use of team, client retention and best practices in working with clients.
“If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality. When we meet with an advisor for a due diligence meeting, we are thinking to ourselves, “Is this someone we would recommend to a friend or family member?,” said R.J. Shook, president of SHOOK Research, about the ranking process in Forbes Magazine.
The full list of Top 100 Wealth Advisors will be featured in the October 24th print issue of Forbes magazine.
“We have built our business by focusing on our clients 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 another testament to 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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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 included 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.