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Ballentine Partners one of Financial Planning’s “RIA Leaders 2017: Top 20 firms”

Ballentine Partners was named to Financial Planning’s “RIA Leaders 2017: Top 20 firms.”  As with previous years, their 6th Leaders ranking made every effort to exclude firms with conflicts of interest, such as broker-dealer and insurance company affiliations.  To their surpise, more than a third of the nation’s largest RIAs lost assets under management over the previous year, however, Ballentine was not one of them.

Methodology provided by Financial Planning: “Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV as of November 2016. To capture independent fee-only planning firms, every effort is made to exclude firms with broker-dealer and insurance company affiliations, and those with substantial outside ownership stakes held by private equity firms and some outside investors. The list does not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true, holistic financial advice to individuals, only firms with more than 50% individual clients, as can be determined through Form ADVs, are included. Review of unusual cases may result in inclusion or exclusion, based on unique factors. As the RIA sector evolves, so do the criteria.”  See the complete list of RIAs here.

Ballentine was also named to the Financial Times 300 Top RIAs list in 2017.

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This survey/ranking does not imply anything about a particular client’s experience or investment results with Ballentine Partners. This ranking is not indicative of future performance.  Ballentine Partners did not pay a fee to participate in this survey.

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