Gv Financial Advisors, Inc.

Gv Financial Advisors, Inc. (CRD# 106725) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,163,452,066 in 3,239 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,163
    MILLION
  • Total Number of Accounts
    3,239
    ACCOUNTS
  • Average Account Value
    $359,201
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, LA, MA, NC, NY, PA, SC, TX, UT

Financial Advisors at Gv Financial Advisors, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Sergio De La Torre
CRD#: 4991068
1100 Abernathy Rd NE 500 North Park Town Center, Suite 500, Atlanta, GA 30328
100
Wealthminder
score

At GV Financial Advisors, I partner with high net worth clients and their families to help navigate them through the complexities of financial success to imagine, create, and live extraordinary lives.

 

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 more than $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 (as measured by assets under management) 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 FT300. Their writings have appeared in publications including The New York Times, The Wall Street Journal and The Huffington Post.

To learn more about the firm, visit http://gvfinancial.com.

To learn more about my background, visit my bio at http://gvfinancial.com/people/sergio-de-la-torre/

2
Marc J. Lewyn
CRD#: 2233006
1100 Abernathy Rd, Bld. 500, Ste. 500, Atlanta, GA 30328
98
Wealthminder
score

Marc Lewyn (CRD# 2233006) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has over 25 years of experience in the finance industry.

3
Suzanne R. Durbin
CRD#: 2328022
1100 Abernathy Road, Suite 500, Atlanta, GA 30328
96
Wealthminder
score

Suzanne Durbin (CRD# 2328022) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has over 24 years of experience in the finance industry.

4
Matthew H. Geller
CRD#: 2062358
1100 Abernathy Rd, Bld. 500, Ste. 500, Atlanta, GA 30328
96
Wealthminder
score

Matthew Geller (CRD# 2062358) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has over 27 years of experience in the finance industry. Matthew Geller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tiffany Y. Geyer
CRD#: 5338988
1100 Abernathy Road, Suite 500, Atlanta, GA 30328
96
Wealthminder
score

Tiffany Geyer (CRD# 5338988) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has over 9 years of experience in the finance industry. Tiffany Geyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
James G. Bonton
CRD#: 2939799
1100 Abernathy Road, Suite 500, Atlanta, GA 30328
93
Wealthminder
score

James Bonton (CRD# 2939799) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.

7
John W. Ellard
CRD#: 2178698
1100 Abernathy Road, Suite 500, Atlanta, GA 30328
93
Wealthminder
score

John Ellard (CRD# 2178698) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has over 26 years of experience in the finance industry.

8
Joy L. Mobley
CRD#: 4245698
1100 Abernathy Rd, Bld. 500, Ste. 500, Atlanta, GA 30328
93
Wealthminder
score

Joy Mobley (CRD# 4245698) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.

9
Jordan A. Hutchison
CRD#: 5925349
1100 Abernathy Road, Suite 500, Atlanta, GA 30328
90
Wealthminder
score

Jordan Hutchison (CRD# 5925349) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has over 5 years of experience in the finance industry.

10
Aradhana G. Kejriwal
CRD#: 5338979
1100 Abernathy Road, Suite 500, Atlanta, GA 30328
90
Wealthminder
score

Aradhana Kejriwal (CRD# 5338979) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.