Ballentine Partners

Overview

Ballentine Partners is an SEC registered investment adviser based in Waltham, MA, registered since 2010. It reports $15.3B in assets under management across 7,401 accounts, with 125 employees. It has 91 investment adviser representatives.

Reported AUM

$15.3B

Discretionary

73%

Accounts

7,401

Average account

$2.1M

Employees

125

Advisory reps

91

Registered since

2010

Jurisdictions

33

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 14

• Andrew John McMorrow President, Chief Executive Officer, Elected Manager CRD 4615926
• Stephen Henry Hopkins Chairman, Elected Manager CRD 4730599
• Christopher C Chandler Chief Investment Officer CRD 4864174

11 more executive officers, with direct contact details

Advisory reps 3 of 91

• Ryan Grady Bachur Investment Adviser Rep CRD 6339388
• Camden Henning Bowdy Investment Adviser Rep CRD 8010652
• John Brody Investment Adviser Rep CRD 5543205

88 more advisory reps, with emails, phones and branch locations

Location

Headquarters

230 3rd Ave Ste 6
Waltham, MA 02451

County

Middlesex

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 33 jurisdictions
• Website: ballentinepartners.com

Every state, with registration dates

Similar firms near Waltham

• Commonwealth Financial NetworkWaltham, MA$213B AUM
• Integrated Wealth Concepts LLCWaltham, MA$23.6B AUM
• Polen Capital Credit, LLCWaltham, MA$6.1B AUM
• Windrose Advisors LLCWaltham, MA$2.7B AUM
• Granahan Investment Management LLCWaltham, MA$2.4B AUM