Ballentine Partners was named to the FT 300, Financial Times’ list of 300 RIAs in 2016.
Methodology provided by the Financial Times: The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility.
See the complete list of RIAs here.
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This survey/ranking does not imply anything about a particular client’s experience or investment results with Ballentine Partners.