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.

Pensions & Investments Logo

Pensions & Investments’ Best Places to Work in Money Management (2012, 2015 – 2019)

Pensions & Investments has named Balentine one of its Best Places to Work in Money Management on six separate occasions. 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.
Atlanta Business Chronicle

Atlanta’s Top 25 Money Managers (2012 – 2019)

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 eight consecutive occasions.
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InvestmentNews Best Practices Award (2018)

InvestmentNews named Balentine a winner of its 2018 Best Practices Awards for ranking in the top quartile of 385 independent advisory firms that participated in its 2018 Pricing and Profitability study. According to InvestmentNews, Balentine's "all-star practices" include 35% AUM growth and maintaining an operating profit margin above 20%.
Atlanta Business Chronicle

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.
InvestmentNews logo

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.
Atlanta Business Chronicle

Atlanta’s Best Places to Work (2011 – 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).
Atlanta Business Chronicle

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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