Top Financial Advisor Firms in US: GV Named to FT 300

Financial Times names firm to Top 300 Registered Investment Advisers In U.S.; One of 11 Top Financial Advisors in Georgia

By Betty Dworschak   |   June 16, 2016

Top Financial Advisors List

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. The wealth management firm is one of just 11 ranked RIAs in Georgia.

David Geller of Behavioral Wealth Management firm GV Financial Advisors, Atlanta

GV CEO David Geller

“It’s great to be recognized by the Financial Times as one of the top financial advisors 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.

“Our team of financial advisors really deserves the credit for all they do to care for our clients,” he continued. “Our FT 300 Top RIA Advisers ranking highlights the strength of our financial planning process and Behavioral Wealth Management, our new wealth management model based in the science of behavioral economics and behavioral finance.”

“We pioneered Behavioral Wealth Management for many reasons,” he continued, “especially to take client planning to the next level: helping clients use their wealth to create meaningful, fulfilling lives.”

FT’s evaluation criteria used six factors:

  1. Total assets under management (AUM)
  2. AUM growth rate
  3. Years in practice
  4. The financial advisory firm’s compliance record
  5. Financial Advisor industry certifications
  6. Online accessibility for investors.

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Believed to be the first and only Behavioral Wealth Management firm in the U.S., GV Financial Advisors 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 Advisors 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.

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