JULY 2016

Athena Capital Advisors Named to Financial Advisor Magazine 2016 RIA Survey and Ranking

July 2016 – Athena Capital Advisors is excited to announce it has been named to Financial Advisor Magazine’s 2016 RIA Survey and Ranking. The list recognizes and ranks top independent RIA firms from across the U.S. To be eligible for this ranking, firms must be independent RIAs, file their own ADV statement with the SEC, provide financial planning and other related services to individual clients, and have at least $50 million in assets under management as of December 31, 2015. Athena was ranked #30 out of the 610 listed firms.

This is the 11th year that Financial Advisor Magazine has published this survey and ranking. The intention of this ranking is to attract broad attention within and beyond the financial advisory industry and create awareness of the vast RIA landscape.

The Financial Advisor Magazine cover story can be found here.


Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. With $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 www.athenacapital.com.


Athena Capital Advisors
Alexandra Romanski, 781-274-9300


Third party rankings and recognition from ratings services are not a guarantee of future investment success.  Working with a highly rated adviser does not ensure that you will experience a higher level of performance or results.  Ratings should not be considered an endorsement of Athena by any client nor are they representative of any one clients evaluation.  Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser.  A more thorough disclosure of the criteria used in making these rankings is available upon request.