ATLANTA, Dec. 16, 2014 /PRNewswire/ --GV Financial Advisors is one of only three registered financial advisory firms (RIAs) in Georgia to make the cut in REP magazines Top 100 RIA list for 2014. According to Rep magazine, the selection was made using data from Meridian-IQ and was based on the following criteria:
- Total assets under management;
- Firms had to have at least 10 percent high-net-worth clients as well as at least 10 percent non-high-net-worth clients for whom they do financial planning;
- Selected firms do not operate a broker/dealer or bank, and are not affiliated with an investment company;
- None of the firms are owned by banks; and
- Institutional clients do not make up a substantial portion of their businesses.
For this selection process, high net-worth clients are defined as those with at least $1 million with the reporting advisor and/or $2 million in total net worth.
GVs President Marc Lewyn responded to the news saying, We are pleased to be recognized by Rep as one of the top 100 RIAs in the nation. This recognition represents a lot of hard, but enormously gratifying work helping our clients use their money to live the lives they desire. Itis also exciting to know that our firm and our advisors played an active role in helping many of our clients grow their assets.
About GV Financial Advisors
GV Financial Advisors has invested nearly a decade developing a new behavior-based wealth advisory model based on recent scientific research on the brain and the psychology of investing. GV has taken a bold leadership position, not only declaring that the wealth management industry is broken, but building Guided WealthTM, a new wealth advisory model designed to address the missing human factor how your brain and your emotions affect your financial behavior and decisions. GV believes that clients today want and need more insightful guidance, especially during life transitions which can present complex challenges that create stress, misperceptions and opportunities for great reward and Big Mistakes. GVs new model offers advice and wisdom that go beyond finance by incorporating new competencies and intellectual property to help clients protect, grow, transfer, and most importantly use their wealth to create the lives they desire. Established in 1991, GV Financial Advisors is ranked among the nations top financial advisory firms based on assets under management totaling $1.1 billion (as of 11/2014), according to Financial Times (GV listed among FT300 for 2014) and Financial Advisor (2012-2014).Barrons magazine also named CEO David Geller among the Top 1,000 Financial Advisors Nationwide and the Top 25 Financial Advisors in Georgia for 2014. To learn more, visit www.gvfinancial.com.
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SOURCE GV Financial Advisors