Athena Recognized Among Barron's Inaugural Top 20 Independent Advisory Firms Ranking

Lincoln, Massachusetts, August 2016 – Athena Capital Advisors is pleased to announce it has been named among Barron’s Inaugural listing of the Top 20 Independent Advisory Firms. Athena was the only New England-based firm included in the ranking, which was published on August 27, 2016.

Barron’s compiled its ranking based on criteria that included assets under management, client retention and other factors that the publication said related to advisory firms’ ability to provide broad and consistent services to clients. Athena was ranked No. 14 out of 20 firms included on the list.

“We are so proud to be included in the Barron’s ranking, particularly as it closely follows other notable honors and awards,” said Athena Founder and CEO Dr. Lisette Cooper. “We think this recognition speaks to the momentum of our business and our sophisticated, client-focused offering that meets the needs of high-net-worth families and institutions.”

Barron’s subscribers may view the full ranking here.

The Barron’s ranking represents the latest recognition for Athena, and follows the firm’s inclusion in the Financial Times FT300 list as well as the Boston Business Journal’s 2016 ranking of the Largest Independent Investment Advisors in Massachusetts. Most recently, Athena was named as a finalist in’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


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