Ballentine Partners

RIASEC Registered

Total AUM

$15.3B

Discretionary

$11.2B

73% of AUM

Avg account

$2.1M

Accounts

7,401

Employees

125

Advisory reps

Firm details

Headquarters: Waltham, Massachusetts
CRD number: 152802
Registered since: January 25, 2010
Website: ballentinepartners.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI96.92%
Pooled Investment Vehicles2.82%
Charitable Organizations0.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ballentine Partners is an independent RIA organized as an LLC that positions itself as a multi-service wealth manager for high-net-worth individuals, families and institutional clients. The firm is registered with the SEC (registered in 2010) and acts as a capital allocator and sponsor/GP for pooled investment vehicles in addition to providing traditional advisory services. Its client work includes financial planning, discretionary and non-discretionary portfolio management for individuals and pooled vehicles, manager selection, and educational seminars. Fee arrangements combine AUM-based billing with hourly and fixed-fee engagements. Ballentine reports active ESG investing as part of its approach and lists sponsorship and managing-member roles among its industry activities. Ballentine has been recognized in industry rankings, including a Top RIA Firms mention in FA Magazine (2020), repeated Top 100 placements in Barron’s (2023–2025), and an Elite Advisors listing from CNBC (2026).