JULY 2016

Athena Ranked Among the Largest Independent Investment Advisors in Massachusetts

July 2016 – Athena Capital Advisors today announced it has been named to the Boston Business Journal’s 2016 list of the Largest Independent Investment Advisors in Massachusetts.

The list ranks firms by total assets under management as of December 31, 2015. To be included, a firm must be headquartered in the Commonwealth of Massachusetts. Athena was ranked No. 12 out of the 25 listed firms, up slightly from the firm’s 2015 ranking, when Athena was No. 13 in the Boston Business Journal ‘s annual list.

Subscribers to the Boston Business Journal can view the full ranking here.

The Boston Business Journal listing represents just the latest honor for the firm and closely follows its inclusion in the Financial Times FT300 ranking of the Top Registered Investment Advisors. Also this year, Athena was named as a finalist in WealthManagement.com’s 2016 Industry Awards in the categories of Socially Responsible Investing / Impact Investing and Family Offices (Thought Leadership).


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 client’s 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.