Ballentine Partners

Ballentine Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Waltham, Massachusetts. On its latest Form ADV, filed October 22, 2026, it reports $15.3B in regulatory assets under management, 342 individual clients and 87 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	152802 · SEC file 801-71062
Office	230 3rd Avenue Suite 6 Waltham, MA 02451
Phone	(781) 314-1300
Website	ballentinepartners.com
Regulatory assets under management	$15.3B ($11.2B discretionary)
Individual clients	0 non-high-net-worth, 342 high-net-worth
Financial planning clients	251-500
How it charges	Percentage of assets, Hourly, Fixed fee, Other
Services	Financial planning, Portfolio management, Selection of other advisers, Educational seminars
Employees	125
Disciplinary disclosures	None reported
Latest Form ADV filing	October 22, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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