Atlanta, GA – June 16, 2016: GV Financial Advisors, Atlanta’s Behavioral Wealth Management firm, has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisers for the second time in three years. The ranking recognizes the top independent RIA firms across the United States based on assets under management. GV is one of just 11 ranked RIAs in Georgia.
“It’s great to be recognized by the Financial Times as one of the top financial advisor firms in the country,” said David Geller, GV’s CEO and Co-Founder. “It’s also an honor to be part of such a prestigious group.
“GV’s team of financial advisors really deserves the credit for all that they do to care for our clients,” he continued. “Our FT 300 ranking highlights the strength of our financial planning process and Behavioral Wealth Management, our new model based in the science of behavioral economics and behavioral finance.”
“We pioneered Behavioral Wealth Management for many reasons,” he continued, “especially to take individual client planning to the next level: helping clients use their wealth to create meaningful, fulfilling lives.”
FT’s evaluation criteria used six factors:
- Total assets under management (AUM)
- AUM growth rate
- Years in practice
- The firm’s compliance record
- Advisor industry certifications
- Online accessibility for investors.
LINKS AND IMAGES
- David Geller’s Bio
- Financial Times FT 300 Award Logo, Print (1500×1020)
- Financial Times FT 300 Award Logo, Web (198×126)
- GV Financial Employee Group (1500×540)
- GV Financial Advisors Logo (460×460)
- Intro to Behavioral Wealth Management
ABOUT GV FINANCIAL ADVISORS
Believed to be the first and only Behavioral Wealth Management firm in the U.S., GV has invested over a decade applying neurobiology and the scientific principles of Behavioral Economics and Behavioral Finance to create a new paradigm in wealth management. Established in 1991, GV is one of the leading registered investment advisory firms in Atlanta with 46 employees and $1.125 billion in assets under management as of December 31, 2015. Over the years, GV & team have earned spots on a number of prestigious lists, including Barron’s Top U.S. Investment Advisors, REP’s Top 100 U.S. Registered Investment Advisors, Financial Advisor’s U.S. RIA Ranking, & the Financial Times 300, based on assets under management and other factors. Their writings have appeared in publications including The New York Times, The Wall Street Journal and The Huffington Post.
The 2016 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.