Ballentine Partners LLC
11/09/2026 | Press release | Distributed by Public on 11/09/2026 14:55
Ballentine Partners Recognized Among Financial Planning’s Top 20 Fee-Only RIAs for 2026
We are pleased to share that Ballentine Partners has been named to Financial Planning magazine's 2026 Top 20 Fee-Only Registered Investment Advisors (RIAs) list, which ranks firms based on assets under management.
This recognition reflects the continued growth of our firm and our commitment to providing comprehensive, independent wealth management services to the individuals and families we serve.
View the full ranking here.
The ranking was produced by FINTRX using SEC Form ADV filings and criteria established by Financial Planning. Ballentine Partners did not pay any fee or receive any compensation to participate. Ranking awarded in November 2026 based on data within a 12-month period. Please see important disclosures here.
Ballentine Partners LLC published this content on November 09, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 09, 2026 at 20:55 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]