Ballentine Partners again made Financial Advisor’s RIA Survey and Ranking. The annual list excludes firms with conflicts of interest, such as broker-dealer and insurance company affiliations, and Ballentine Partners has been in their top 40 for the last five years.
See the full list on the Financial Advisor website.
Methodology provided by Financial Advisor: “To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of December 31, 2017. Corporate RIA firms, investment advisor representatives (IARs) and hybrids are not eligible for this survey.”
You should not infer that the rankings and awards Ballentine Partners has received provide any guarantee or assurance that you will experience the results you desire to achieve by engaging us to provide advice or services. All industry rankings and awards are based exclusively on information prepared and submitted by firms that decided to participate. No ranking or award should be construed as a current or past endorsement of Ballentine Partners, LLC by any of our clients. We will be glad to answer any questions you have regarding rankings and awards, including providing the criteria used for any ranking or award.