Awards

Since opening our doors in 2009, Balentine has been recognized both locally and nationally for everything from the growth of assets under management to our positive and inclusive workplace culture. Listed below are some of our most recent achievements.

  • Barron’s Top Advisors State by State – Robert Balentine (2017)

    For the third-consecutive year, Barron’s named Robert Balentine one of the country’s best financial advisors.

  • FT 300 Top Registered Investment Advisors (2016)

    For the third-consecutive year, the Financial Times named Balentine one of the Top 300 Registered Investment Advisors for 2016. The list recognizes top independent RIA firms from across the U.S. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility.

  • Barron’s Top 100 Independent Wealth Advisors – Robert Balentine (2016)

    For the third-consecutive year, Robert Balentine was named one of Barron’s Top 100 Independent Wealth Advisors. Robert was the highest-ranked advisor from the Southeast in this annual ranking of the nation’s top independent advisors.

  • Best Places to Work in Money Management (2016)

    Pensions & Investments named Balentine one of its Best Places to Work in Money Management in its December 12, 2016 issue. Balentine placed second among firms with fewer than 50 employees. This is the third time that Balentine has been recognized.

  • InvestmentNews Best Practices Awards (2016)

    InvestmentNews named Balentine a winner of its 2016 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry.  Balentine was one of 12 firms across the country to receive this honor.

  • Forbes America’s Top Wealth Advisors – Robert Balentine (2016)

    CEO Robert Balentine was named one of the country’s Top Independent Wealth Advisors by Forbes in the publication’s inaugural list. According to SHOOK Research, the firm behind the Forbes rankings, more than 11,000 nominations were received for this listing and more than 4,000 advisors were invited to apply.

  • Barron’s Top Advisors State by State – Robert Balentine (2016)

    For the second consecutive year, Barron’s named Robert Balentine one of the country’s best financial advisors. Robert was the highest-ranked independent advisor representing Georgia in this annual listing of advisors by state. Compliance and regulatory record, size and quality of practice, and philanthropic work were all factors in the ranking of advisors.

  • Barron’s Top 100 Independent Wealth Advisors – Robert Balentine (2015)

    For the second consecutive year, Robert Balentine was named one of Barron’s Top 100 Independent Wealth Advisors. Robert was the highest-ranked advisor from the Southeast in this annual ranking of the nation’s top independent advisors.

  • Atlanta’s Top 100 Leaders in Finance – Robert Balentine (2015)

    For the sixth consecutive year, Robert Balentine was named one of Atlanta’s Top 100 Leaders in Finance by the Atlanta Business Chronicle. This 2015 Financial Quarterly Who’s Who includes the highest-ranking executives from financial institutions ranging from venture capital firms to financial planning firms.

  • Georgia’s Best Financial Advisors – Robert Balentine (2015)

    Robert Balentine was named one of Georgia’s Best Financial Advisors in Barron’s 2015 Top Advisor Rankings. This list is organized by state, and rankings are based on data provided by over 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

  • Most Notable Georgians – Robert Balentine (2015)

    Georgia Trend named Robert Balentine one of the Most Notable Georgians in its January 2015 issue. This list of more than 80 Georgians represents people who are making an impact on the state of Georgia.

  • FT 300 Top Registered Investment Advisors (2015)

    For the second-consecutive year, the Financial Times named Balentine one of the Top 300 Registered Investment Advisors for 2015. The list recognizes top independent RIA firms from across the U.S.

  • Top 100 Fee-Only Firm (2015)

    For the second consecutive year, Financial Planning Magazine named Balentine a Top 100 Fee-Only Firm in its January 2015 issue.

  • Best Places to Work in Money Management (2015)

    Pensions & Investments named Balentine one of its Best Places to Work in Money Management in its December 14, 2015 issue. Balentine was one of 34 firms nationwide to receive this honor. Balentine placed fifth among firms with fewer than 50 employees.

  • Research Magazine’s Advisor Hall of Fame – Robert Balentine (2015)

    CEO Robert Balentine was named into Research magazine’s Advisor Hall of Fame. Candidates who pass the rigorous screens have served a minimum of 20 years in the industry, have acquired substantial assets under management, have demonstrated superior client service and have earned recognition from their peers and the broader community for the honor they reflect […]

  • FT 100 Women Investment Advisors – Brittain Prigge (2014)

    Brittain Prigge was named one of the country’s Top 100 Women Investment Advisors in the Financial Times special FT 100 report. Brittain was one of only two women representing the state of Georgia and the only Georgia advisor representing an independent investment advisory firm.

  • Atlanta’s Top Financial Planning and Advisory Firms (2014)

    For the third consecutive year, the Atlanta Business Chronicle named Balentine one of Atlanta’s Top Financial Planning and Advisory Firms, based on assets under management. In 2014, Balentine ranked #16 on the list.

  • Atlanta’s Top Money Management Firms (2014)

    For the third consecutive year, the Atlanta Business Chronicle named Balentine one of Atlanta’s Top Money Management Firms, based on discretionary assets under management. In 2014, Balentine ranked #20 on the list.

  • Top 100 Fee-Only RIA Firm (2014)

    Financial Planning Magazine named Balentine a Top 100 Fee-Only RIA Firm in its January 2014 issue.

  • NABCAP Premier Advisor (2014)

    In 2014, Balentine’s North Carolina office was once again named a Premier Advisor in North Carolina by The National Association of Board Certified Advisory Practices (NABCAP). This is the fourth consecutive year Balentine has been recognized by NABCAP and the second consecutive year our Raleigh office has received this recognition. NABCAP is a non-profit organization […]

  • Barron’s Top Independent Financial Wealth Advisors – Robert Balentine (2014)

    Robert Balentine was named one of Barron’s Top Independent Financial Wealth Advisors in its August 25, 2014 issue. The nationwide ranking of 100 advisors reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors practices. Robert is the highest-ranked advisor from Georgia and […]

  • Honorable Mention for Philanthropic Excellence – Robert Balentine (2014)

    Robert Balentine received an Honorable Mention for philanthropic excellence at the eighth-annual Invest in Others Community Leadership Awards. Robert received this recognition for his work as founder of the Southern Highlands Reserve. The Invest in Others Charitable Foundation established the Community Leadership Awards to support the philanthropic and volunteer activities of financial advisors. Financial advisors from […]

  • FT 300 Top Registered Investment Advisors (2014)

    Financial Times named Balentine one of its Top Registered Investment Advisors in its June 26, 2014 issue. Balentine was one of 300 firms nationwide to receive this honor. The 2014 list was the inaugural 300 Top Registered Investment Advisors list for Financial Times. Independent firms from 37 different states and Washington D.C. were among those elite […]

  • Atlanta’s Top 100 Leaders in Finance – Robert Balentine (2014)

    For the fifth consecutive year, Robert Balentine was named one of Atlanta’s Top 100 Leaders in Finance by the Atlanta Business Chronicle. The 2014 Financial Quarterly Who’s Who includes the highest-ranking executives from financial institutions ranging from venture capital firms to financial planning firms.

  • Barron’s Top 100 Independent Wealth Advisors – Robert Balentine (2014)

    Robert Balentine was named one of Barron’s Top 100 Independent Wealth Advisors. Robert was the highest-ranked advisor from the Southeast in this annual ranking of the nation’s top independent advisors.

  • Best Financial Advisory and Investment Firm (2013)

    The Daily Report once again listed Balentine in its Best of 2013 – Best Financial Advisory and Investment Firms. This list is based on votes from licensed attorneys in and around Atlanta.

  • NABCAP Premier Advisor (2013)

    Balentine’s North Carolina office was named a Premier Advisor in North Carolina by The National Association of Board Certified Advisory Practices (NABCAP). This is the third consecutive year Balentine has been recognized by NABCAP. NABCAP is a non-profit organization that selects an annual list of top investment advisory practitioners. NABCAP evaluates nominated advisors based on 20 […]

  • Atlanta’s Best Places to Work (2013)

    For the third consecutive year, Balentine was named one of the Atlanta’s Best Places to Work by the Atlanta Business Chronicle in partnership with Quantum Workplace. More than 560 companies and organizations were nominated in 2013, and more than 400 of them completed the surveys, representing more than 25,000 employees in the Metro Atlanta area. […]

  • Atlanta’s Top Money Management Firms (2013)

    For the second consecutive year, the Atlanta Business Chronicle named Balentine one of Atlanta’s Top Money Management Firms, based on discretionary assets under management. In 2013, Balentine ranked #20 on the list.

  • Top 100 RIAs (2013)

    REP Magazine listed Balentine as one of the Top 100 RIAs in the United States based on assets under management.

  • Top 50 Fastest Growing RIAs (2013)

    Balentine was ranked one of the Top 50 Fastest Growing RIAs in Forbes’ special report on Wealth Managers, published in April 2013.

  • Top 50 Fastest Growing, Fee-Only RIA Firm (2013)

    Financial Planning Magazine named Balentine a Top 50 Fastest Growing, Fee-Only RIA Firm in its January 2013 issue.

  • Atlanta’s Top Financial Planning and Advisory Firms (2013)

    For the second consecutive year, the Atlanta Business Chronicle named Balentine one of Atlanta’s Top Financial Planning and Advisory Firms, based on assets under management. In 2013, Balentine ranked #17 on the list.

  • Top 50 Fastest-Growing RIAs (2013)

    Balentine was named one of the Top 50 Fastest-Growing Firms in the July 2013 issue of Financial Advisor Magazine.

  • InvestmentNews Georgia RIA List

    Balentine was recognized as the fourth-ranked Registered Investment Advisor (RIA) in the state of Georgia by InvestmentNews. The rankings were determined by assets under management.

  • Atlanta’s Top 100 Financial Planners – Robert Balentine (2013)

    For the fourth consecutive year, Robert Balentine was named one of Atlanta’s Top 100 Financial Planners/Investment Advisors by the Atlanta Business Chronicle 2013.

  • Lifetime Achievement Award: Business Person of the Year Awards – Robert Balentine (2013)

    Robert Balentine was awarded the Lifetime Achievement Award at the 2013 Business Person of the Year Awards, hosted by the Metro Atlanta Chamber and the Atlanta Business Chronicle. This was the first time this award was given in the 27-year history of the Business Person of the Year Awards.

  • Atlanta’s Top 25 Financial Planning and Advisory Firms (2012)

    Balentine was named a Top 25 Financial Planning & Advisory Firm by the Atlanta Business Chronicle. This list was ranked by assets under management in Atlanta.

  • Best Places to Work in Money Management (2012)

    Pensions & Investments named Balentine one of its Best Places to Work in Money Management in its December 10, 2012 issue. Balentine was one of 15 firms nationwide to receive this honor. Balentine placed second among firms with fewer than 100 employees.

  • Atlanta’s Best Places to Work (2012)

    For the second consecutive year, Balentine was named one of Atlanta’s Best Places to Work by the Atlanta Business Chronicle in 2012. This award was based solely on company data and employee survey responses; more than 500 companies were nominated in 2012.

  • NABCAP Premier Advisor (2012)

    For the second consecutive year, Balentine was named a Premier Advisor by The National Association of Board Certified Advisory Practices (NABCAP) in 2012. NABCAP is a non-profit organization that selects an annual list of top investment advisory practitioners. NABCAP evaluates nominated advisors based on 20 categories of practice management, placing special emphasis on customer service and […]

  • Southeastern Success Story (2012)

    InvestmentNews named Balentine as one of its Southeastern Success Stories in 2012. This list ranked Registered Investment Advisory (RIA) firms by their assets under management within the Southeastern region of the United States.

  • Atlanta’s Top 25 Money Management Firms (2012)

    Balentine was named a Top Money Manager by the Atlanta Business Chronicle in 2012. The Atlanta Business Chronicle ranks money managers, defined as investment advisers that manage portfolios on a discretionary basis, by assets under management in Atlanta.

  • Atlanta’s Top 100 Financial Planners – Robert Balentine (2012)

    For the third consecutive year, Robert Balentine was named one of Atlanta’s Top 100 Financial Planners by the Atlanta Business Chronicle.

  • Atlanta’s Best Places to Work (2011)

    Balentine was named one of Atlanta’s Best Places to Work by the Atlanta Business Chronicle in 2011, at just 19 months old. This award was based solely on company data and employee survey responses; more than 450 companies were nominated in 2011.

  • Top Up-and-Coming RIAS (2011)

    InvestmentNews ranked Balentine as one of its Top 10 Emerging RIAs in it’s May 30, 2011 edition. InvestmentNews based its rankings on growth of discretionary assets under management.

  • NABCAP Premier Advisor (2011)

    Balentine was named a Premier Advisor by The National Association of Board Certified Advisory Practices (NABCAP) in 2011. NABCAP is a non-profit organization that selects an annual list of top investment advisory practitioners. NABCAP evaluates nominated advisors based on 20 categories of practice management, placing special emphasis on customer service and education, the quality of […]

  • Atlanta’s Top 100 Financial Planners – Robert Balentine (2011)

    For the second consecutive year, Robert Balentine was named one of Atlanta’s Top 100 Financial Planners by the Atlanta Business Chronicle in 2011.

  • Atlanta’s Top 40 Under 40 – Adrian Cronje (2010)

    Adrian Cronje was ranked as one of Atlanta’s Top 40 Under 40 by the Atlanta Business Chronicle in 2010. Each year, this list honors the region’s up and coming business and community leaders.

  • Atlanta’s Top 100 Financial Planners – Robert Balentine (2010)

    Robert Balentine was named one of Atlanta’s Top 100 Financial Planners by the Atlanta Business Chronicle in 2010.