MARCH 2016

Athena Recognized in the Top Ten in Multiple RIA Rankings

LINCOLN, Mass.— Athena Capital Advisors, a registered investment advisor providing investment management, advisory, and outsourced CIO services to private clients and institutions, was recognized among the top 10 RIAs in the country in separate rankings from Rep. Magazine’s affiliated website and Financial Planning Magazine. Both listings were published in early January. ranked Athena as the No. 5 high-net-worth advisor in the U.S. based on total assets under management. The listing was compiled using data assembled from Meridian-IQ, which focused on independent advisors with a client base comprised of over 75% high-net-worth individuals or families. The ranking, based on total assets under management, also tracked the number of accounts held and the number of employees who provide financial advice. The full listing can be found here.

Financial Planning Magazine ranked Athena as the No. 5 RIA in a listing that featured the top 150 advisors in the country, up a notch from 2015 when it ranked Athena as the No. 6 RIA in the country. Financial Planning used third-party market intelligence firm Discovery Data to compile its rankings, which are based on both discretionary and non-discretionary assets under management. The list is comprised of fee-only investment and wealth planning firms with a client base in which individual investors make up at least 50% of the total AUM. The Top 150 ranking can be found here.

These most recent rankings follow Athena’s inclusion in the FT 300, compiled by The Financial Times in collaboration with its Money-Media subsidiary, publisher of Financial Advisor IQ, FundFire and other investment-management focused publications. Athena, in November, was also No. 35 in Bloomberg Markets’ compilation of the Richest Family Offices and was the No. 4 ranked firm in the same listing based on year-over-year growth.


Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. With nearly $6 billion in assets under management, Athena is headquartered in Lincoln, Mass., and operates a second location in New York City. Athena provides both private clients and institutions with modern portfolio solutions and unparalleled client service. Athena offers clients investment advisory and management, investment administration and reporting, external chief investment officer, and estate and wealth planning services. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena delivers solutions tailored to clients’ specific needs. In addition, Athena is a leader in values-based investing. For additional information on Athena Capital Advisors, please visit


Ken MacFadyen

BackBay Communications