Balentine
Balentine is a 100% employee-owned registered investment advisor managing approximately $8.5 billion in client assets, providing integrated wealth management, financial planning, investment management, legacy planning, business advisory, and multi-family office services to high-net-worth individuals, entrepreneurial families, and institutions across the U.S. Southeast.
- Company typePrivate
- Founded1988
- HeadquartersAtlanta, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Balentine does
Balentine is a privately held, 100% employee-owned registered investment advisor founded in 1988, headquartered in Atlanta, Georgia with a regional office in Raleigh, North Carolina. The firm manages approximately $8.5 billion in client assets, serving high-net-worth individuals and families, entrepreneurs and business owners, multi-generational families, and institutional clients including foundations, endowments, and retirement plans primarily across the U.S. Southeast. Core clients must meet a $5 million investable assets minimum, and the firm operates as a fee-only fiduciary without third-party product commissions.
Balentine's core offerings are organized into six practice areas: Financial Planning, Legacy Services, Investment Management (covering both public and private markets via a 27-year model-driven process), Business Advisory, Multi-Family Office, and Institutional Management. Service is delivered through a high-touch relationship-manager-led model in which each client is supported by a dedicated six-person team, maintaining a 30:1 client-to-relationship-manager ratio that is less than half the industry average. The technology stack is built on best-in-class third-party integrations rather than proprietary systems: Addepar provides portfolio and performance reporting (including private capital details), eMoney powers the Financial Planning Portal with full balance sheet views and document storage, and Pershing serves as the primary custodian with its own investor portal. The firm reports a 99% client retention rate and a Net Promoter Score of 80, indicating world-class service quality.
Balentine generates revenue through recurring AUM-based advisory fees, with leadership comprising Robert Balentine (Chairman, founder), Adrian Cronje (CEO, Partner), David Damiani (CIO), Michael E. Pearson (CCO, named Principal December 2025), and Emily Balentine Barbour (Head of Client Engagement and Family Legacy, whose 2025 election to Partner formalized the firm's third-generation family leadership). The firm is 100% employee-owned, has earned sustained recognition from Barron's, Forbes, Financial Times, and Financial Planning, and recorded a 2025 capital event with FJ Management. No venture capital funding rounds, subsidiaries, parent company relationships, or M&A activity are disclosed in the source data.
Balentine firmographics
Firmographics- Name
- Balentine
- Legal name
- Balentine LLC
- Website
- https://balentine.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Balentine is a 100% employee-owned registered investment advisor managing approximately $8.5 billion in client assets, providing integrated wealth management, financial planning, investment management, legacy planning, business advisory, and multi-family office services to high-net-worth individuals, entrepreneurial families, and institutions across the U.S. Southeast.
- Ownership category
- akta.pro rank
Balentine industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industries
- Fee-Only Advisory (FSAEAAAL), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Balentine is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Balentine business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- AUM-Based Advisory Fees: Balentine charges advisory fees based on assets under management. The firm manages approximately $8.5 billion in client assets and serves core clients with a minimum investment threshold of $5 million in investable assets. Fee-only model aligned with client interests.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Core Client Minimum - $5 Million Investable Assets |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Balentine product offering
Product offeringCore offering
Balentine is a fee-only registered investment adviser and multi-family office delivering integrated wealth management, financial planning, investment management (across public and private markets), legacy and estate planning, business advisory, and institutional investment management to high-net-worth individuals, families, entrepreneurs, and institutions. The firm manages approximately $8.5 billion in client assets, requires a $5 million minimum in investable assets for core clients, and supports each client with a dedicated team of six professionals operating at a 30:1 client-to-relationship-manager ratio. Services are delivered through direct relationship-manager engagement backed by Addepar, eMoney, Pershing, and Salesforce technology platforms.
Product overview
Balentine is a wealth management firm offering an integrated suite of advisory services delivered through its core practice areas: Financial Planning, Legacy Services, Investment Management, Business Advisory, Multi-Family Office, and Institutional Management. The firm provides client-facing digital portals including the eMoney Financial Planning Portal, Addepar Client Portal, and Pershing Investor Portal, enabling clients to access account information, performance data, and planning tools. Additionally, the firm publishes First Generation Wealth, a book resource for entrepreneurs on wealth and legacy building.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
- Legacy Services
- Investment Management
- Business Advisory
- Multi-Family Office
- Institutional Management
Quantifiable outcome
- 99% client retention rate demonstrates exceptional client satisfaction and service quality
- +3 more outcomes
Companies that use Balentine
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Balentine technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature4 records
Balentine partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and supporting.
- PershingcorePershing Advisor Solutions serves as primary custodian for Balentine client accounts. Balentine clients can contact Pershing directly for limited trade-related transactions, cash disbursements, and security transfers if they cannot reach Balentine. Balentine utilizes Pershing's platform for account servicing.
- eMoney AdvisorcoreeMoney Advisor provides financial planning solutions for Balentine clients. Balentine clients access the Financial Planning Portal for full balance sheet views, spending categorization, and secure document storage.
- AddeparcoreAddepar provides portfolio management and reporting platform for Balentine. Balentine clients access the Addepar Client Portal for performance information, asset allocation, and private capital details. Mobile app available.
- SalesforcesupportingSalesforce is referenced as a trusted vendor for data storage and management. Balentine collaborates with Salesforce to store client data securely.
- BNY Mellon Asset ManagementsupportingBNY Mellon Asset Management serves as an alternative custodian option for Balentine clients who utilize a custodian other than Pershing. Business continuity information provided.
- Northern Trust SecuritiessupportingNorthern Trust Securities is an alternative custodian option for Balentine clients. Business continuity information provided for client access.
- State Street BanksupportingState Street Bank is referenced as an alternative custodian option for Balentine clients who utilize a custodian other than Pershing.
- HuntresssupportingCybersecurity vendor utilized to safeguard Balentine's network, devices, and email systems. Continuous monitoring for irregularities.
- CiscosupportingCybersecurity vendor utilized alongside Microsoft XDR for network monitoring and protection against irregularities.
- SmarshsupportingEmail encryption service that automatically encrypts outgoing emails from Balentine domains containing specific sensitive keywords.
- Fidelity InvestmentssupportingFidelity Investments provides custody and clearing services through National Financial Services LLC and Fidelity Brokerage Services LLC. eMoney Advisor is a Fidelity company with integrations into Wealthscape platform.
Scale indicators9 records
Recent moves8 records
Expansion highlights6 records
Balentine competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: Focus is a leading partnership of independent RIAs providing wealth management services to HNW clients — comparable customer base and service offering, but operates as a multi-firm aggregator rather than a single advisor practice.
- Brown Brothers Harriman (Wealth Management): BBH's Wealth Management division provides private banking, investment management, and trust services to HNW families — overlapping client base and service mix, but as part of a much larger private bank with broader corporate banking operations.
- Goldman Sachs Personal Financial Management: Goldman Sachs' Personal Financial Management division serves HNW individuals with wealth advisory, financial planning, and investment services — overlapping target market and offering, though as part of a global bulge-bracket investment bank.
Direct peers
- Bessemer Trust: Bessemer is a privately held multi-family office serving ultra-HNW families with investment management, trust, and legacy services — closely matching Balentine's HNW focus, fiduciary fee-only model, and multigenerational wealth stewardship positioning.
- Carson Group: Carson Group partners with advisors to deliver wealth management, financial planning, and business advisory services to HNW clients — comparable business model (fee-only RIA, financial planning emphasis) with a partnership/affiliated advisor structure.
- Creative Planning: Creative Planning is one of the largest US independent fee-only RIAs serving HNW individuals and families with comprehensive wealth management, estate planning, and investment advisory services — directly comparable to Balentine's core offering at greater scale.
- Mercer Advisors: Mercer Advisors is a national RIA providing fee-only wealth management, financial planning, and multi-family office services to HNW households — a direct competitor with similar product mix and customer profile.
- Pathstone Family Office: Pathstone is an independent multi-family office delivering integrated investment, trust, and wealth advisory services to HNW families — closely aligned with Balentine's full-service multi-family office model and HNW/UHNW client focus.
- Mariner Wealth Advisors: Mariner is a large national RIA offering fee-only wealth advisory, financial planning, and multi-family office services to HNW individuals and families — directly comparable to Balentine's model, with similar scale and an integrated institutional/retail offering.
Regional players
- CI Private Wealth (US): CI Private Wealth provides fee-based wealth advisory and portfolio management to HNW US clients through financial advisors — comparable service model but tied to a Canadian parent (CI Financial) and primarily competing in different geographies.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights8 records
Customer concentration
Balentine social profiles
Digital presenceBalentine financial estimates
Financial estimateRevenue estimate
Valuation estimate
Balentine leadership team
Management profileNumber of profiles
Profiles8 records
Balentine funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Balentine M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Balentine
What does Balentine do?
Balentine is a fee-only registered investment adviser and multi-family office delivering integrated wealth management, financial planning, investment management (across public and private markets), legacy and estate planning, business advisory, and institutional investment management to high-net-worth individuals, families, entrepreneurs, and institutions. The firm manages approximately $8.5 billion in client assets, requires a $5 million minimum in investable assets for core clients, and supports each client with a dedicated team of six professionals operating at a 30:1 client-to-relationship-manager ratio. Services are delivered through direct relationship-manager engagement backed by Addepar, eMoney, Pershing, and Salesforce technology platforms.
Is Balentine a public or private company?
Balentine is a private company. It is classified as management employee owned and is currently operating.
When was Balentine founded?
Balentine was founded in 1988. It employs 51 to 100 people.
Where is Balentine based?
Balentine is headquartered in Atlanta, United States, in the North America region.
How does Balentine make money?
One revenue line is on record: AUM-Based Advisory Fees.
Who are Balentine's main competitors?
Broad incumbents on record are Focus Financial Partners, Brown Brothers Harriman (Wealth Management) and Goldman Sachs Personal Financial Management. Direct peers are Bessemer Trust, Carson Group, Creative Planning, Mercer Advisors, Pathstone Family Office and Mariner Wealth Advisors. CI Private Wealth (US) is listed as a regional player.
Does Balentine have an API?
No public API is recorded for Balentine.
What industry is Balentine in?
Balentine's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAEAAAL, Fee-Only Advisory. Its NAICS code is 523940 and its SIC code is 6282.