Balentine

Balentine

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3344 Peachtree Road NE Suite 2200

Atlanta, GA 30326

(404) 537-4800

balentine.com

No. advisers: 34

AUM: $2,607,652,421

Asset Breakdown

Staff
Employees 34
Clients
High-net-worth individuals 76-99%
Financial planning clients 51-100
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees Yes
Total AUM Total Accounts Avg. Account AUM
Discretionary $2,154,103,220 1,491 $1,444,737
Non-discretionary 453549201 245 $1,851,221
Total $2,607,652,421 1,736 $1,502,104

Cambridge Associates reaches diversity milestone: half of leadership team are women

February 27, 2019 - The promotion of a female executive this week at Cambridge Associates moves the $33 billion Boston-based asset management firm into the rarified ranks of companies with at least half their leadership team represented by women. Cambridge, a 45-year-old...

Success stories: South

December 8, 2018 - Rank Firm Phone/website Total Discretionary Nondiscretionary Employees assets ($M) accounts assets ($M) accounts assets ($M) accounts 1 Jasper Ridge Partners 201 Main Street, Suite 1000 Fort Worth, TX 76102 (817) 333-0027 jasperridge.com $18,374.70 41...

Advisory firms make their mark by running strong businesses

November 24, 2018 - InvestmentNews recognized 11 financial advice firms with Best Practices Awards on Nov. 13 at a ceremony in Boston. These firms rank among the top quartile of 385 independent advisory firms that participated in the 2018 InvestmentNews Pricing and Profitability...

Why wealth management needs more women

November 17, 2018 - When I joined Balentine & Co. in 1994, every partner of the firm was male, and the women were either sales associates or assistants. It might seem to have been the status quo, but I soon realized I'd joined a firm that was different. I had direct access...

Top fee-only RIAs by state

June 9, 2018 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 California 343 $501,079.6 $444,786.3 $56,293.3 1 Financial Engines Advisors 33.8% 38.1% 0.0% 2 Hall...

Election over, advisers plan their next moves with clients

November 9, 2016 - The nation's financial advisers woke to an unexpected president-elect Donald Trump on Wednesday and a full to-do list: Console. Buy. Sell. Many planners have spent the last several months trying to convince clients that their portfolios were safe regardless...

Press release: InvestmentNews names the financial advice industry's 2016 “Best Practices”

October 18, 2016 - New York, N.Y. – InvestmentNews today named the winners of the 2016 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry. The 12 winners of the InvestmentNews Best...

Adviser's Consultant: What it takes to retain women advisers

August 31, 2015 - Brittain Prigge has helped foster a corporate culture at Balentine that encourages women at the advisory firm to “lean in,” as Facebook executive Sheryl Sandberg would say, and resolutely pursue careers along with motherhood. Making it happen and...

Which of your adviser peers made the short list for the Community Leadership Awards?

July 17, 2015 - The Invest in Others Charitable Foundation and InvestmentNews have recognized 15 advisers for their outstanding commitments to philanthropic giving and their work with charitable organizations around the globe. Five of these advisers, one from each of...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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