Ballentine Partners Listed as Fourth Fastest-Growing RIA Among the 'Top 50 RIAs' by Forbes Magazine
Waltham-based Wealth Manager's Continued Growth Puts It in Fourth Place Overall
WALTHAM, Mass., Feb. 23, 2011 /PRNewswire/ -- Independent wealth manager Ballentine Partners has been selected as one of the Top 50 registered investment advisors (RIAs) by Forbes magazine, ranked by discretionary assets under management.
Forbes also recognized Ballentine Partners as the nation's fourth fast-growing RIA among the top 50. Members of this group individually added the most new net assets since 2008, and were cited by the magazine for their ability to attract clients during the market downturn and recession.
"Our recent growth has been driven largely by referrals from existing clients who were impressed by how we helped them navigate the 2008 crisis," said Coventry Edwards-Pitt, CFA, CFP®, Managing Director.
Edwards-Pitt continued, "In stressful times, clients value a wealth advisor who is there for them and who continues to provide them consistent investment advice."
About Ballentine Partners, LLC
Ballentine Partners is a globally recognized multi-family office and investment advisory firm with clients in the US, Canada and Europe. Its Family Office division serves families with assets of $20 million or more.
SOURCE Ballentine Partners
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