A complete list of active advisors currently associated with Balentine

Warmer can help you find a great advisor at Balentine or one who fits your needs even better.

Balentine serves high‑net‑worth and individual clients, families, foundations, endowments, retirement plans and institutional entities, providing comprehensive wealth management, financial planning, investment management, family office services, and sub‑advisory arrangements. As of December 31, 2025, the firm reported approximately $5.54 billion in regulatory assets under management and also advises pooled investment vehicles and state or municipal government clients. The firm implements a building‑blocks investment framework derived from an annual seven‑year capital markets forecast, combining active and passive solutions, selecting third‑party managers for security selection, and offering discretionary and non‑discretionary management. Balentine also operates a model‑driven Global Tactical Asset Allocation (GTAA) strategy for institutional clients and provides consolidated reporting and due diligence on outside managers. Noteworthy disclosures in the brochure include Balentine’s role with Private Funds and pooled vehicles—an affiliate, Access Manager, LLC, serves as general partner—and its provision of portfolio management services for those pooled vehicles. The firm also discloses the use of hypothetical performance and testimonials in its advertising and reports receipt of transition assistance from a custodian (Fidelity), along with described steps to mitigate that conflict.

To learn more about the advisors currently working at Balentine, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.