Wealth Management & Asset Management Awards

Balentine Legacy

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 the notable awards we've received.

Atlanta’s Top 25 Financial Planning and Advisory Firms (2012, 2013, 2014, 2015, 2016, 2017, 2018)

Atlanta Business Chronicle has named Balentine one of "Atlanta’s Top 25 Financial Planning and Advisory Firms," based on total assets under management for its Atlanta office, on seven consecutive occasions.

Atlanta’s Top 25 Money Managers (2012, 2013, 2014, 2015, 2016, 2017, 2018)

Atlanta Business Chronicle has named Balentine one of "Atlanta’s Top 25 Money Managers," based on total assets under management (discretionary) for its Atlanta office, on seven consecutive occasions.

Barron’s Top Independent Advisors – Robert Balentine (2014, 2015, 2016, 2017, 2018)

Robert Balentine has been named to Barron’s list of “Top 100 Independent Advisors” for five consecutive years. In 2018, Robert was the highest-ranked independent advisor in Atlanta and the Southeast and one of the top 25 nationwide. Barron’s annual ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices.

Atlanta Business Chronicle’s Most Admired CEOs – Robert Balentine (2018)

Robert Balentine was named one of Atlanta Business Chronicle’s “Most Admired CEO’s” for 2018. These awards recognize established local leaders who have a strong vision for their companies, have shown commitment to culture in the workplace, and made significant contributions to the metro Atlanta community.

Forbes’ America’s Top Wealth Advisors – Robert Balentine (2016, 2017, 2018)

Robert Balentine has been named to Forbes list of "America’s Top Wealth Advisors" for three consecutive years. The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.

Barron’s Top Advisors State by State – Robert Balentine (2015, 2016, 2017, 2018)

For four consecutive years, Robert Balentine has been the highest-ranked independent advisor representing Georgia in Barron’s 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.

Pensions & Investments’ Best Places to Work in Money Management (2012, 2015, 2016, 2017)

Pensions & Investments has named Balentine one of its “Best Places to Work in Money Management” on four separate occasions. In 2017, Balentine placed third among firms with 20 to 49 employees. Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees. The first part (worth 25%) consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems, and demographics. The second part (worth 75%) consisted of an employee survey to measure the employee experience. The combined scores determined the top companies.

Financial Times’ 300 Top Registered Investment Advisors (2014, 2015, 2016, 2017)

Balentine has been recognized as one of Financial Times’ "300 Top Registered Investment Advisors" on four consecutive occasions. The list recognizes top independent RIA firms from across the United States. Areas of consideration included adviser assets under management, asset growth, and compliance record.

Atlanta’s Top 100 Leaders in Finance – Robert Balentine (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017)

Robert Balentine has been named one of "Atlanta’s Top 100 Leaders in Finance" by Atlanta Business Chronicle on eight consecutive occasions. The annual "Financial Quarterly Who’s Who" includes the highest-ranking executives from financial institutions ranging from venture capital firms to financial planning firms.

InvestmentNews Best Practices Award (2016)

InvestmentNews named Balentine a winner of its 2016 "Best Practices Awards," an 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.

Georgia Trend’s 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.

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

Robert Balentine was named to 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 on their profession.

Financial Times’ Top 100 Women Investment Advisors – Brittain Prigge (2014)

Brittain Prigge was named one of the country’s "Top 100 Women Investment Advisors" in the special Financial Times 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.

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 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 Best Places to Work (2011, 2012, 2013)

Balentine has been named one of "Atlanta’s Best Places to Work" by Atlanta Business Chronicle on three consecutive occasions. Atlanta Business Chronicle, in partnership with Quantum Workplace, annually surveys the metro area’s employers and uses analytical tools to rank the top employers in three categories: the top 10 in the large employer category (501+ employees in the metro area), the top 30 in the medium employer category (101 to 500 employees) and the top 60 in the small employer category (10 to 100 employees).

Forbes’ 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. The Growth list ranked registered investment advisors based on their growth in total assets under management as reported March 31, 2011 through March 31, 2013.

InvestmentNews Southeastern Success Story (2012)

InvestmentNews named Balentine one of its "Southeastern Success Stories" in 2012. The list ranked registered investment advisory firms by their assets under management within the Southeastern region of the United States.

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

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

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