Ballentine Partners

Firm record

As recorded in SEC IAPD

Firm CRD

152802

SEC number

801-71062

Firm type

RIA

Assets under management

$15.3B as of May 11, 2026

Website

www.linkedin.com/company/ballentinepartners ↗

Phone

781-314-1300

Address

230 3rd Avenue, Waltham, MA, 02451

Advisors at this firm

83 in our index · page 2 of 2

• Leeann MaxwellCRD 6464957 · Rochester, NH
  IA RegisteredRegistration inactive
• Cody R MccallumCRD 6503730 · Waltham, MA
  IA RegisteredRegistration inactive
• Ryan Robert McmanusCRD 6397544 · Waltham, MA
  IA Registered
• Andrew John McmorrowCRD 4615926 · Waltham, MA
  IA Registered
• Nicholas Herbert MehlhornCRD 7264120 · Waltham, MA
  IA RegisteredRegistration inactive
• Juan David Mejia TrujilloCRD 4770005 · Palm Beach Gardens, FL
  IA RegisteredRegistration inactive
• Collin Francis MacraeCRD 7721063 · Waltham, MA
  IA Registered
• Jessica Hunt MintyCRD 6963039 · Waltham, MA
  IA Registered
• Reid Michael MonkCRD 6871538 · Waltham, MA
  IA RegisteredRegistration inactive
• Janie Marie MonroeCRD 6806665 · Waltham, MA
  IA Registered
• Cristina Montero DiezCRD 8262090 · Waltham, MA
  IA Registered
• Adam William OchlisCRD 5415016 · Waltham, MA
  IA Registered
• Illeana Marianne Pangan OsmenaCRD 7410926 · Waltham, MA
  IA RegisteredRegistration inactive
• Robert William PaoneCRD 6348597 · Waltham, MA
  IA RegisteredRegistration inactive
• James PleatCRD 6291264 · Waltham, MA
  IA Registered
• Jeffrey Weightman PotterCRD 2095473 · Waltham, MA
  IA Registered
• Christopher PawlowskiCRD 6815620 · Waltham, MA
  IA Registered
• Suzannah Bowles PogueCRD 8011304 · Rochester, NH
  IA Registered
• Jonathan RadfordCRD 7552581 · Waltham, MA
  IA Registered
• Allison Rose RobinsonCRD 6867806 · Waltham, MA
  IA Registered
• Alanna Paiva RobinsonCRD 6475089 · Waltham, MA
  IA Registered
• Elliot RotsteinCRD 7312752 · Waltham, MA
  IA Registered
• Kyle Judge SchafferCRD 4623814 · Waltham, MA
  IA Registered
• Janet Lynn SchwartzCRD 2088555 · Waltham, MA
  IA Registered
• Michelle Herd SoufanCRD 6423641 · Waltham, MA
  IA Registered
• Meghan SullivanCRD 6493294 · Waltham, MA
  IA Registered
• Courtney Amanda ScottCRD 7435498 · Waltham, MA
  IA Registered
• Evan Mark SoraciCRD 6818175 · Waltham, MA
  IA Registered
• William R. TickleCRD 4902616 · Waltham, MA
  IA Registered
• John Barry TubmanCRD 5192955 · Waltham, MA
  IA Registered
• Chloe Leah VillemureCRD 7785831 · Waltham, MA
  IA Registered
• Debra Anne WhitneyCRD 5656632 · Waltham, MA
  IA Registered
• Jamie ZoldyCRD 6641043 · Waltham, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.