Recognition & Press

Awards

APRIL 3, 2024

FORBES BEST-IN-STATE WEALTH ADVISOR – 2024

Forbes

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


JANUARY 9, 2024

FORBES BEST-IN-STATE WEALTH MANAGEMENT TEAM – 2024

Forbes

Gruver Wealth Management
Wells Fargo Advisors

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


MAY 22, 2023

PLATINUM COUNCIL – 2023

Wells Fargo Advisors

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


APRIl 04, 2023

FORBES BEST-IN-STATE WEALTH ADVISOR – 2023

Forbes

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Forbes Best-In-State Wealth Advisor rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


JUNE 15, 2022

PLATINUM COUNCIL – 2022

Wells Fargo Advisors

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


MAY 19, 2021

PLATINUM COUNCIL – 2021

Wells Fargo Advisors

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


February 11, 2021

Forbes Best-In-State Wealth Advisor – 2021

Forbes

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Forbes Top Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


JULY 13, 2020

PLATINUM COUNCIL – 2020

Wells Fargo Advisors

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


September 4, 2019

Forbes Top Next-Gen Wealth Advisor – 2019

Forbes

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


JUNE 10, 2019

PLATINUM COUNCIL – 2019

Wells Fargo Advisors

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


July 25, 2018

Forbes Top Next-Gen Wealth Advisor – 2018

Forbes

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


JUNE 07, 2018

Platinum Council – 2018

Wells Fargo Advisors

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


JUNE 14, 2017

Platinum Council – 2017

Wells Fargo Advisors

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


May 04, 2016

Platinum Council – 2016

Wells Fargo Advisors

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


May 15, 2015

Platinum Council – 2015

Wells Fargo Advisors

Shawn V. Gruver
Managing Director – Investments
Senior PIM Portfolio Manager

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Press

May 13, 2021

Southbay Magazine

Wealth Management Profile – 2021

Southbay Magazine interviews Shawn V. Gruver for their Finance & Wealth Management Profiles of 2021. Shawn discusses how clients benefit from working with his team, what advice he has for clients during times of market distress, his approach to risk management, what common mistakes people make with their money, as well as other important topics.   [Read more]


October 28, 2019

Southbay Magazine

Trusted Advisor Profile – 2019

Southbay Magazine interviews Shawn V. Gruver about being a Trusted Advisor in his Southern California community. Shawn discusses the secrets to his company’s success, his investment philosophy, and an insight into initial prospective client meetings.  [Read more]


JUNE 27, 2018

Southbay Magazine

Wealth Management Profile – 2018

Southbay Magazine interviews Shawn V. Gruver for their Finance & Wealth Management Profiles of 2018. Shawn discusses how he approaches risk management and the investment planning process, what typical questions he hears from his clients, why annual reviews are so important, and his most important job when interacting with clients.  [Read more]


October 26, 2017

Southbay Magazine

Trusted Advisor Profile – 2017

Southbay Magazine interviews Shawn V. Gruver about being a Trusted Advisor in his Southern California community. Shawn discusses the secrets to his company’s success, his investment philosophy, and an insight into initial prospective client meetings.  [Read more]


November 15, 2015

Southbay Magazine

Trusted Advisor Profile – 2015

Southbay Magazine interviews Shawn V. Gruver about being a Trusted Advisor in his Southern California community. Shawn discusses how clients benefit from working with his team, gives family protection advice, and discusses what frequent concerns he hears from his clients.  [Read more]


APRIL 27, 2015

Southbay Magazine

Wealth Management Profile – 2015

Southbay Magazine interviews Shawn V. Gruver for their Finance & Wealth Management Profiles of 2015. Shawn discusses why clients chose his team, the most common mistakes people make with their money, and the process his group has implemented for all their clients.  [Read more]