Awards

Robert Balentine was selected as one of the 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.

For the fourth-consecutive year, Robert Balentine was 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 named Balentine one of its 2017 “Best Places to Work in Money Management,” placing third among firms with 20 to 49 employees. This is the fourth time that Balentine has been recognized on this annual list.

Barron’s ranked Robert Balentine the top independent advisor in Atlanta and the Southeast in its annual “Top 100 Independent Advisors” list. According to Barron’s, Robert made one of the biggest leaps this this year, up 16 spots to #24.

For the fourth-consecutive year, the Financial Times named Balentine one of the 300 Top Registered Investment Advisors for 2017. The list recognizes top independent RIA firms from across the U.S. Areas of consideration included adviser AUM, asset growth, and compliance record.

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

For the third-consecutive year, the Financial Times named Balentine one of the 300 Top Registered Investment Advisors for 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.

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 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.

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.

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.

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.

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.

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.

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.

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

For the second consecutive year, Financial Planning Magazine named Balentine a Top 100 Fee-Only Firm.

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.

CEO Robert Balentine was named into Research magazine’s Advisor Hall of Fame.

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.

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.

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.

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

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.

Robert Balentine was named one of Barron’s Top Independent Financial Wealth Advisors in its August 25, 2014 issue.

Financial Times named Balentine one of its 300 Top Registered Investment Advisors for 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.

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.

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.

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.

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

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.

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

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

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

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.

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.

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.

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.

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.

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.

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

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.

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

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.

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