We are pleased to announce that Ballentine Partners has been recognized as a Barron’s Top 100 RIA Firm for the second year in a row.
We are excited to join the esteemed group of advisors who meet Barron’s strict criteria to ensure that those considered are experienced and sophisticated advisors. Barron’s annual ranking of independent advisory companies is based on assets managed by the firms; growth of advisors’ practices; client retention; advisors’ experience, including their advanced degrees and industry designations; the size, shape, and diversity of their teams; their charitable and philanthropic work; and their compliance records.
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.
