Award Disclosures
Robert and Adrian have each be recognized with several awards and accolades during their careers. Below provides more information about the criteria and process for the awards cited on this website.
Barron’s Top 100 Independent Advisors - Robert Balentine (2014 - 2020)
The Barron’s Top 100 Independent Advisers Award is based on the top quantitative standouts from the Barron’s Top 100 Independent Advisers Survey (the “Survey”) which verifies that data, applies its rankings formula to the data, and names designees according to assets, revenue and quality of practice. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s verifies that data and applies its rankings formula to the data to generate a ranking, based on assets, revenue and quality of practice. Balentine was eligible for the Barron’s Top 100 Independent Advisers Award since it participated in the Survey and met the requirements for assets under advisement and plans under advisement. The award may not be representative of any one client’s experience because the award reflects quantitative standouts and was not a survey or representation of a client’s experience. The award does not imply a certain level of training and is not indicative of Balentine’s future performance. Balentine did not pay a fee to participate in this program or to receive recognition on this list.
Barron’s Top 1,200 U.S. Financial Advisors - Robert Balentine (2014 - 2020)
The Barron’s Top 1,200 U.S. Financial Advisors Ranked by state award is comprised of 1,200 advisors based on data provided by around 4,000 of the nation’s advisors. Factors considered in the rankings included: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Robert Balentine was ranked #4 out of 30 advisers in Georgia for the year 2019. The rating does not imply a certain level of training and is not indicative of Balentine’s future performance. Ratings are not representative of any one client’s experience because the rating does not include a survey of clients or information on client experience. Balentine did not pay a fee to participate in this program or to receive recognition on this list.
Forbes’ Fastest Growing RIAs (2013)
The Forbes’ Top 50 Fastest Growing RIAs award ranked RIAs based on their growth in total assets under management as reported March 31, 2011 through March 31, 2013. To be considered for the ranking, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services, and serve individual clients as a primary focus. Broker dealers, hedge funds, those managing large funds, and firms with disciplinary disclosures were excluded from the ranking. Balentine was one of 50 firms included on the list. Forbes noted that the firms included were noted as leaders due to their independence, their commitment to their clients, and their ability to grow through a decade of market challenges and rewards. Ratings are not representative of any one client’s experience because the rating does not include a survey of clients or information on client experience. The rating does not imply a certain level of training and is not indicative of Balentine’s future performance. Balentine did not pay a fee to participate in this program or to receive recognition on this list.
Forbes’ Ranking of America’s Top Wealth Advisors Award - Robert Balentine (2016 - 2018)
The Forbes ranking of America’s Top Wealth Advisors Award, developed by SHOOK Research, is based an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their processes and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. The award does not imply a certain level of training and is not indicative of Balentine’s future performance. The process is conducted by Forbes and SHOOK Research. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Balentine did not pay a fee to participate in this program or to receive recognition on this list. More information about the rankings is available here.
Metro Atlanta Chamber of Commerce and Atlanta Business Chronicle Business Person of the Year Lifetime Achievement Award - Robert Balentine (2013)
The 2013 Business Person of the Year Lifetime Achievement Award is based on a written submission and three rounds of interviews with the 2013 selection committee, made up of nine Atlanta business leaders. Robert Balentine was eligible for the 2013 Business Person of the Year Lifetime Achievement Award since he participated in the written submission and interviews, and met the requirements which described an applicant as “a business person who has contributed over the whole of his or her career and is seen as a role model and inspiration to others.” Ratings are not representative of any one client’s experience because the rating does not include a survey of clients or information on client experience. The award does not imply a certain level of training and is not indicative of Balentine’s future performance. The Metro Atlanta Chamber and Atlanta Business Chronicle conducted the process. Balentine did not pay a fee to participate in this program or to receive recognition.
Most Admired CEO Award – Robert Balentine (2018)
The Atlanta Business Chronicle’s 2018 Most Admired CEO award was comprised of 21 categories in addition to a Lifetime Achievement Award Winner. Within each category, two winners were selected. No individual could repeat the same category two years in a row and a reader’s choice award was no longer included. Additionally, the rules state that there can only be one submission in each category per person, and 42 executives were included; however, a total number of applicants was not disclosed. The selection criteria was divided into three components: How has the leader contributed to the company’s financial success?; how has the leader created a great work culture?; and how has the leader made contributions to the community? Ratings are not representative of any one client’s experience because the rating does not include a survey of clients or information on client experience. The rating does not imply a certain level of training and is not indicative of Balentine’s future performance. Balentine did not pay a fee to participate in this program or to receive recognition on this list.
Atlanta Business Chronicle’s 40 Under 40 - Adrian Cronje (2010)
The Atlanta Business Chronicle’s Top 40 Under 40 award that is comprised of individuals under the age of 40. To be considered, nominees must be: under 40 years of age, hold a position of leadership, have made significant career achievements during the previous year, and have had substantial involvement in community service outside of day-to-day job performance. The total number of applicants was not disclosed. Ratings are not representative of any one client’s experience because the rating does not include a survey of clients or information on client experience. The rating does not imply a certain level of training and is not indicative of Balentine’s future performance. Balentine did not pay a fee to participate in this program or to receive recognition on this list.
TIE Atlanta Top Entrepreneur Award - Adrian Cronje (2018)
The TiE Atlanta Top Entrepreneur Awards recognizes entrepreneurs and business owners who have achieved success and helped build a better business community within the metro Atlanta area. To qualify for the award, each nominee was required to have a minimum revenue of $2 million and no more than $100 million in 2017. TiE Atlanta provides access to funding, educational programming, and mentoring by local and global leaders in hopes to inspire entrepreneurs in all industries, from ideation to exit. Awards were based on the following: revenue growth, profitability, sustainability, leadership, culture, and innovation. The three categories for this award were: Upper Market Entrepreneurs, Middle Market Entrepreneurs, and Trailblazer Entrepreneurs. The selected and honored entrepreneurs of Metro Atlanta were ranked 1-10 over these three categories by Atlanta CPA Alliance. Ratings are not representative of any one client’s experience because the rating does not include a survey of clients or information on client experience. The rating does not imply a certain level of training and is not indicative of Balentine’s future performance. Balentine did not pay a fee to participate in this program or to receive recognition on this list.