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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. 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. 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. 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. 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. 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. 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. Please see important disclosures and limitations here.