InvestmentNews Ranks Athena Capital Advisors as the No. 1 RIA in Massachusetts, No. 28 Nationwide
InvestmentNews ranked Athena Capital Advisors as the No. 1 Registered Investment Advisor in Massachusetts and the No. 28 RIA nationwide.
The list, released in December 2014, was compiled using SEC filings from over 1,600 firms based in the United States. The complete InvestmentNews RIA Data Center can be found here.
Founded in 1993, Athena is a privately owned, independent registered investment advisor focused on high-net-worth and nonprofit clients. We create individually tailored portfolios through understanding each client’s needs, objectives and risk tolerance.