Athena Ranked No. 6 Among Financial Planning's List of Top RIAs

LINCOLN, Mass. — Athena Capital Advisors, a registered investment advisor providing investment management, advisory, and outsourced CIO services to private clients and institutions, was recognized by Financial Planning in its sixth annual ranking of the top RIA firms.

Financial Planning ranked Athena as the No. 6 RIA in the magazine’s list of the top 150 registered investment advisors. Data for the ranking, published in January, was compiled by Discovery Data based on discretionary and nondiscretionary assets under management as reported on form ADV, as of November 2016.

The full ranking of 2017 RIA leaders can be found here.

The Financial Planning 2017 list follows Athena’s inclusion in numerous other rankings in 2016, including the FT 300, published by the Financial Times; Barron’s inaugural Top 20 Independent Advisory Firms ranking; Pension & Investments’ Annual OCIO ranking, and separate RIA listings by WealthManagement.com and InvestmentNews.


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 www.athenacapital.com.