Awards & Industry Recognition
Barron’s Top 100 RIAs
- Ballentine Partners, LLC: 2024
- Ballentine Partners, LLC: 2023
Judging panels make choices based on award-specific methodology. Ballentine Partners did not pay any fee or receive any compensation to participate. Ranking awarded in September 2024 based on data within a 12-month period. Please see important disclosures here.
Financial Times FT 300
- Ballentine Partners, LLC: 2016
Judging panels make choices based on award-specific methodology. Ballentine Partners did not pay any fee or receive any compensation to participate. Ranking awarded in June 2016 based on data within a 12-month period. Please see important disclosures here.
Family Wealth Report Awards
- Ballentine Partners, LLC: Multi-Family Office $5B-$15B AUM, 2024 Highly Commended
- Ballentine Partners, LLC: Impact Investing Advisory, 2024 Finalist
- Ballentine Partners, LLC: Outstanding Contribution to Wealth Management Thought Leadership, 2024 Finalist
- Ballentine Partners, LLC: Women in Wealth Management (Company Contribution), 2018 Winner
Judging panels make choices based on award-specific methodology. Ballentine Partners did not pay any application fee to participate. Once shortlisted, tickets were purchased to attend the awards ceremony. This commendation was confirmed in May of 2024 based on data within a 12-month period. Please see important disclosures here.
Pensions & Investments Best Places to Work in Money Management
- Ballentine Partners, LLC: 2017, 2019, 2020, 2021, 2022, 2023
Judging panels make choices based on award-specific methodology. Ballentine Partners did not pay any fee or receive any compensation to participate. Ranking awarded in December based on data for each of the calendar years listed above. Please see important disclosures here.
Family Wealth Alliance Young Professional Awards
- Emily Cashman and Elliot Rotstein: Recipients 2022
- Alexa Carbone and Jessica Minty: Recipients 2024
Judging panels make choices based on award-specific methodology. Ballentine Partners did not pay any fee or receive any compensation to participate. Please see important disclosures and limitations here.
InvestmentNews Rising Stars
- Sheila C. Lawrence, MALD, CFP®, CAP: 2018
- Coventry Edwards-Pitt, CFA, CFP®: 2016
Judging panels make choices based on award-specific methodology. Ballentine Partners did not pay any fee or receive any compensation to participate. Ranking awarded in November 2016 and November 2018 based on data within a 12-month period. Please see important disclosures and limitations here.
Boston Business Journal
- Coventry Edwards-Pitt, CFA, CFP®: 40 Under 40, 2016
Judging panels make choices based on award-specific methodology. Ballentine Partners did not pay any fee or receive any compensation to participate. Ranking awarded in October 2016 based on data within a 12-month period. Please see important disclosures and limitations here.
Boston Estate Planning Council
- Elliot Rotstein, CAP®: Boston Estate Planning Council President’s Award, 2024 Recipient
Award Methodology:
The Boston Estate Planning Council’s (BEPC) President may bestow the President’s Award upon an individual that has displayed exceptional service and dedication to BEPC. The recipient has shown true leadership, volunteerism, and an overall commitment to helping BEPC achieve its mission and goals through their outstanding efforts and continued participation in the Council’s activities. This award is given in May of each year since 2015, based on a 12-month period. Ballentine Partners did not pay any application fee related to this award, nor were they compensated. Once nominated, tickets were purchased to attend 2024 BEPC Annual Gala. Read details about the award here.
Worth’s Top RIA Firms
- Ballentine Partners, LLC: 2024
Judging panels make choices based on award-specific methodology. Ballentine Partners did not pay any fee or receive any compensation to participate. Ranking awarded in May 2024 based on data within a 12-month period. Please see important disclosures and limitations here.
Best Companies Group
- Ballentine Partners, LLC: Inclusive Workplace, 2024-2025
Judging panels make choices based on award-specific methodology. All participants who meet the criteria outlined receive recognition. Ballentine Partners did not pay any fee or receive any compensation to participate. Ranking awarded in July 2024 based on data within a 12-month period. Please see important disclosures here.
Most Loved Workplaces®
- Ballentine Partners, LLC: Most Loved Workplaces® for Career Advancement, 2024
- Ballentine Partners, LLC: Most Loved Workplaces® for Parents and Caregivers, 2024
- Ballentine Partners, LLC: Most Loved Workplaces® for Volunteering, 2024
- Ballentine Partners, LLC: Most Loved Workplaces® for Women, 2024
- Ballentine Partners, LLC: Most Loved Workplaces® for Young Professionals, 2024
- Drew McMorrow, MBA,CFP®: Most Loved CEOs at Most Loved Workplaces®, 2024
Judging panels make choices based on award-specific methodology. Ballentine Partners did not pay any fee or receive any compensation to participate. Ranking awarded in July 2024 based on data within a 12-month period. Please see important disclosures and limitations here.
Employee Benefit News
- Ballentine Partners, LLC: Best HR Teams 2024
Judging panels make choices based on award-specific methodology. Ballentine Partners did not pay any fee or receive any compensation to participate. Please see important disclosures and limitations here.