Ballentine Partners Named a Barron’s Top 100 RIA Firm

09/18/2023

We are pleased to announce that we have been named a Barron’s Top 100 RIA Firm!

We are excited to join the esteemed group of advisors who meet Barron’s strict quantitative and qualitative criteria. Barron’s Advisor 8th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.

For more information about their methodology click here. Please close the subscription appeal box to see the full methodology.

No ranking or recognition Ballentine Partners receives from publishers or other organizations should be construed as a guarantee of favorable results if one were to engage Ballentine Partners to provide investment advisory or other services.  Also, the achievement of professional designations, certifications, degrees, licenses or years of experience as an advisor does not guarantee desired outcomes or investment results.

Ballentine Partners has no affiliation with the publishers or other organizations whose survey results are shown here, nor did Ballentine Partners pay any fee or offer any other consideration associated with the survey or ranking.   Survey results and rankings are based on the methodology of the sponsoring organization.  The methodology is described in the associated article.  No ranking or recognition should be construed as an endorsement by any past or current client of Ballentine Partners.  Ballentine Partners will be glad to address any questions you may have.

READ MORE