GRANTvest Financial Group has earned the title of ETF.com’s Top 50 RIA Firms for 2024. Based in New Jersey, GRANTvest is a fiduciary financial planning firm established by Gregory Guenther and Anthony Caputo. It operates as an independent Registered Investment Advisor (RIA) and collaborates with Charles Schwab and Co. for custodial services.
ETF.com reached out to wealth professionals across the nation to nominate the most outstanding firms for this prestigious award. After sifting through thousands of submissions, ETF.com selected the 50 most influential firms that have made significant contributions to the wealth management industry over the past year. This year’s winners exemplify the pinnacle of excellence, from groundbreaking innovators to transformative leaders reshaping the business landscape in the financial sector.
“For years, the etf.com Awards have recognized the best issuers and funds of the year,” explained Chief Marketing Officer Adelina Tafuri. “We are excited to share with our audience a list of advisors and firms dedicated to helping ETF investors reach their financial goals through the use of ETFs as well.”
ETF.com employs a thorough methodology and a specific set of criteria to evaluate the firms nominated for recognition. The panel of judges selects Registered Investment Advisory (RIA) firms based on their ability to deliver strong returns, fulfill client objectives, and demonstrate a range of expertise. Important factors include a significant allocation to ETFs, a solid track record, and commitment to fiduciary responsibility. Additionally, considerations such as fee structures, minimum asset sizes, team diversity, and asset management strategies also play a crucial role in the evaluation process.
“Being recognized by an industry leader like ETF.com is a significant achievement for us. We are grateful for the opportunity to serve our clients with integrity, dedication, and a focus on achieving their financial goals,” said Greg Guenther. “This award truly is a testament to the hard work and dedication of our entire team at GRANTvest Financial Group.”
Under the guidance of Greg Guenther and Anthony Caputo, GRANTvest Financial Group has garnered several prestigious awards, such as the Community Choice Award for Best Investment Firm, a spot on InvestmentNews’ list of Top Financial Advisory Firms in the Northeast, and most recently, recognition as one of ETF.com’s Top RIA Firms.
Anthony Caputo added, ” We are deeply grateful to ETF.com for this award. It reaffirms our team’s dedication to helping clients build secure financial futures, and we look forward to continuing to deliver the high-quality advice and service our clients deserve.”
GRANTvest Financial Group has built a strong reputation for excellence in the wealth management sector, positioning itself as one of the top RIA firms in the nation. With a holistic approach and a steadfast commitment to fiduciary responsibility, the firm has earned the trust of clients who are looking for guidance on their financial journeys.
