Athena Recognized in Latest Wealthmanagement.com RIA Ranking

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 WealthManagement.com among the Top 100 Retail RIAs. The list was published in October.

WealthManagement.com ranked Athena as the No. 36 RIA in a listing of 100 RIAs throughout the country. The listing, based on total assets under management as reported on Form ADV, focused on firms based in the United States that serve individual investors.

This recent recognition follows Athena’s inclusion in numerous other rankings this year, including the FT 300, published by The Financial Times, Barron’s inaugural Top 20 Independent Advisory Firms ranking, and Pension & Investments’ Annual OCIO ranking, as well as listings from other related publications. Athena was also named as a finalist for the WealthManagement.com Industry Awards in the categories of Socially Responsible Investing (SRI)/Impact Investing and Family Offices/Thought Leadership.

The full Wealthmanagement.com listing can be found here.

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.


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