Awards & Industry Recognition
Barron’s Top 100 RIAs
- 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 2023 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 Finalist
- 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 fee or receive any compensation to participate. Finalist status was confirmed in February of 2024 based on data within a 12-month period. Please see important disclosures here.
Pensions and Investments Magazine
- 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: 2022
- Elliot Rotstein: 2022
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 2022 based on data within a 12-month period. 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.