Ballentine Partners
Waltham, MA·SEC-registered · CRD #152802
Ballentine Partners is an SEC-registered investment advisory firm in Waltham, MA managing $15B across 10k client accounts, with 87 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$15B
Client accounts
10k
Advisory staff
87
Fee model
Fee-based
How Ballentine Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Ballentine Partners
How much does Ballentine Partners manage?
Per its most recent SEC Form ADV filing (05/11/2026), Ballentine Partners reports $15B in regulatory assets under management across roughly 10k client accounts.
How does Ballentine Partners charge?
Ballentine Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ballentine Partners a fiduciary?
Yes. Ballentine Partners is registered with the U.S. Securities and Exchange Commission (CRD #152802), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ballentine Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ballentine Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Waltham, MA
Profile compiled from Ballentine Partners's public SEC Form ADV filing (CRD #152802, filed 05/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ballentine Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ballentine Partners? Claim this profile.