Ballentine Partners Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Ballentine Partners, registered in 2010, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 56 advisors. Ballentine Partners manages $7.9 billion and provides investment advisory services for 231 clients (1:5 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 8
Minimum Investment $3,500,000
Average Client Balance $34,320,333
Total AUM $7.9 billion
Advisor / Client Ratio 1:5
Headquarters Waltham, MA
SEC Filings View SEC IAPD CRD #152802
State(s) Registered AZ, CA, CT, DC, FL, GA, IN, KY, LA, ME, MD, MA, MT, NH, NJ, NY, NC, OH, OK, PA, RI, TX, WA

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*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.