RIA comparison · SEC Form ADV
Osaic Advisory Services, LLC vs Ballentine Partners
Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.
The short answer
Osaic Advisory Services, LLC is the larger of the two, with $15B in regulatory assets to $15B at Ballentine Partners, 1% more than its rival, by their latest Form ADV filings. Osaic Advisory Services, LLC reports more individual clients (29,516 vs 342), while Ballentine Partners’ clients hold more on average (about $43 million each against $510,000). Osaic Advisory Services, LLC is based in Atlanta, Georgia and Ballentine Partners in Waltham, Massachusetts.
| Figure | Osaic Advisory Services, LLC | Ballentine Partners |
|---|---|---|
| Regulatory AUM | $15B | $15B |
| National rank | #61 | #62 |
| Headquarters | Atlanta, Georgia | Waltham, Massachusetts |
| Individual clients | 29,516 | 342 |
| High-net-worth clients | 3,755 | 342 |
| Average client assets | $510,000 | $43 million |
| Accounts | 50,459 | 7,401 |
| Discretionary | 98% of AUM | 73% of AUM |
| Employees | 2,180 | 125 |
| Advisory staff | 344 | 87 |
| Clients per advisory employee | 86 | 4 |
| Offices | 201 | 5 |
| Form ADV filed | 2026-08-28 | 2026-09-23 |
Osaic Advisory Services, LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Ballentine Partners
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Questions
Which is bigger, Osaic Advisory Services, LLC or Ballentine Partners?
Osaic Advisory Services, LLC, with $15B in regulatory assets under management against $15B at Ballentine Partners. Nationally they rank #61 and #62 among 5,657 independent wealth management RIAs.
How many clients do Osaic Advisory Services, LLC and Ballentine Partners have?
Osaic Advisory Services, LLC reports 29,516 individual clients (3,755 high-net-worth) with 344 advisory employees; Ballentine Partners reports 342 (342 high-net-worth) with 87 advisory employees.
How do Osaic Advisory Services, LLC and Ballentine Partners charge clients?
Only Ballentine Partners lists other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do Osaic Advisory Services, LLC and Ballentine Partners offer?
Osaic Advisory Services, LLC lists portfolio management for businesses and institutions; pension consulting, which Ballentine Partners does not. Ballentine Partners lists portfolio management for pooled investment vehicles, which Osaic Advisory Services, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers; educational seminars and workshops.
More comparisons
- HB Wealth vs Osaic Advisory Services, LLC $30B · $15B
- Mycio Wealth Partners, LLC vs Osaic Advisory Services, LLC $16B · $15B
- Evercore Wealth Management, LLC vs Osaic Advisory Services, LLC $16B · $15B
- Osaic Advisory Services, LLC vs CW Advisors, LLC $15B · $15B
- Evercore Wealth Management, LLC vs Ballentine Partners $16B · $15B
- Ballentine Partners vs CW Advisors, LLC $15B · $15B
- Ballentine Partners vs CV Advisors LLC $15B · $15B
Where these numbers come from
Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.
Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Osaic Advisory Services, LLC ↗, Ballentine Partners ↗. How to check a financial advisor →