Ballentine Partners named to inaugural CNBC Elite Advisors list recognizing the nation's leading ultra-high-net-worth advisory firms. Jun 25, 2026, 13:09 ET WALTHAM, Mass., June 25, 2026 /PRNewswire/ - Ballentine Partners, LLC, an independent wealth management firm serving families and family offices, announced it has been named to the inaugural CNBC Elite Advisors list. The recognition identifies 25 independent advisory firms across the United States that specialize in serving ultra-high-net-worth individuals, families, and family offices with investable assets of $25 million or more. The CNBC Elite Advisors list was created to recognize firms operating at the highest levels of the wealth management profession and serving clients whose financial lives often span businesses, generations, philanthropic initiatives, and complex planning needs. Firms were evaluated based on organizational scalability, assets attributable to ultra-high-net-worth clients, the breadth and sophistication of their services and investment strategies, professional credentials, industry recognition, client retention, tenure, and overall reputation. "We are honored to be included in the inaugural CNBC Elite Advisors list," said Drew McMorrow, President & CEO of Ballentine Partners. "This recognition reflects the trust our clients place in us, the dedication of our colleagues, and our commitment to helping families navigate the opportunities and challenges that come with significant wealth. We are proud to be recognized alongside a distinguished group of firms serving the ultra-high-net-worth community." Today, Ballentine Partners advises on more than $32 billion in client assets and serves families across multiple generations. The firm's multidisciplinary approach integrates investment management, wealth planning, philanthropy, governance, family well-being, and lifestyle advisory services to help clients align their wealth with what matters most. CNBC developed the Elite Advisors methodology in consultation with wealth management research firms AccuPoint Solutions and Cerulli Associates. In addition to the quantitative evaluation, all firms selected for inclusion were required to pass a regulatory due diligence review based on SEC disclosures. CNBC accepts no payment for placement on the list. No compensation was provided for consideration or inclusion in this recognition. Ranking awarded in June 2026 based on data within a 12-month period. Awards and recognition do not imply or guarantee future performance for Ballentine Partners or its clients. About Ballentine Partners, LLC: Founded in 1984, Ballentine Partners provides comprehensive wealth management services to families and family offices. The firm is dedicated to helping clients simplify their lives, make informed decisions, and achieve enduring financial success. SOURCE Ballentine Partners, LLC

Ballentine Partners recognized in Financial Planning magazine's Best workplaces in Money Management. Ballentine Partners, LLC is proud to announce that Ballentine Partners has been named one of Financial Planning's 18 Best Places to Work in Money Management for 2025. This recognition reflects its ongoing commitment to fostering a workplace culture rooted in collaboration, integrity, and a shared dedication to serving its clients with excellence. At Ballentine Partners, Ballentine Partners, LLC believe that investing in its people is essential to delivering exceptional results. From professional development and mentorship opportunities to a culture that values innovation, inclusion, and well-being, Ballentine Partners, LLC remain focused on creating an environment where its team can thrive. Ballentine Partners, LLC is honored to receive this distinction and extend its gratitude to its employees, whose passion and expertise continue to shape who Ballentine Partners, LLC is as a firm. Their commitment to each other and to its clients is what makes Ballentine Partners a truly exceptional place to work. Recent insights. * Ballentine Partners announces Sean Edwards as newest principal Ballentine Partners, LLC is pleased to announce Sean A. Edwards as the newest principal to the firm. Since joining the firm in 2020, Sean has played a pivotal role on its High Net Worth team. In his capacity as Senior Wealth Advisor, he manages an extensive client portfolio, provides mentorship to colleagues, and leads initiatives that enhance [...] October 28, 2025 * Ballentine Partners Named a 2025 Barron's Top 100 RIA Firm Ballentine Partners, LLC is pleased to announce that Ballentine Partners has been recognized as a Barron's Top 100 RIA Firm for the third year in a row. Click here to view the full list. Ballentine Partners, LLC is excited to join the esteemed group of advisors who meet Barron's strict criteria to ensure that those considered are experienced and [...] September 17, 2025 * Ballentine Partners announces Brie Elliott as newest principal Ballentine Partners, LLC is pleased to announce Brie Elliott, MSHRD, PHR, SHRM-CP, SHRM-SCP as the newest principal to the firm. Brie joined the firm in February 2012 to lead its Human Resources department. Brie's 22 years of HR experience have been invaluable to the firm and its employees. Please join Ballentine Partners, LLC in congratulating Brie. March 10, 2025