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| $4.5 Billion | Assets Under Advisement* as of December 31, 2013 |
| 20+ Years | Average investment experience of our 26 member investment committee. |
| Highly Credentialed | Advisory team consisting of six JDs, 10 Chartered Financial Analysts (CFA), eight Certified Financial Planners (CFP), a Chartered Retirement Planning Counselor (CRPC), a Certified Investment Management Analyst (CIMA), and an Accredited Wealth Management Advisor (AWMA). |
| 9 Locations | Headquartered in Palm Beach Gardens, Fla. with branch offices in Boston, San Francisco, New York City, Dallas, Atlanta, Madison, Wisc., Naples, and Coral Gables, Fla. |
| Employee Owned & Operated | Employee-owners are involved in all aspects of the operations of the firm and are, therefore, invested in your success. |
*Assets under advisement as of December 31, 2013 are the estimated dollar value of all assets held by the clients of Banyan Partners, LLC (“Banyan”) for which Banyan provides advice or consultation (e.g., marketable and non-marketable assets). Advice and consultation include providing clients with a holistic view, through consolidated asset reporting, of their assets in order to help clients make well-informed decisions. Banyan may or may not actively invest the assets or be involved in the investment decision-making process for all of the assets.
Top RIA Rankings by Financial Publications
Awards and rankings are historical. No award or ranking is indicative of future performance of Banyan or any of our employees. Banyan did not pay to be included in any of these articles or lists.
Financial Advisor Magazine Top RIAs (#121, July 2013) – Advisory firms are ranked by total assets under management based on data reported on Form ADV to the Securities and Exchange Commission as of March 2013.
Financial Planning Magazine Top 100 RIAs (#25, January 2014), Top 50 Fastest Growing Firms (#3, January 2014) – Data gathered from Form ADV filings as of September 2013. Fastest-growing firms are based on AUM growth from 2011 to 2013.
InvestmentNews Top RIAs (#3 South Region, December 2013) – InvestmentNews compiled the list using the following methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2013.
To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (2) Total AUM is at least $100M. (3) Does not have employees who are registered representatives of a broker-dealer. (4) Provided investment advisory services to clients during its most recently completed fiscal year. (5) No more than 50% of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% of regulatory assets under management is attributable to corporations or other businesses. (8) Does not receive commissions. (9) Provides financial planning services. (10) Is not actively engaged in business as a broker-dealer (registered or unregistered). (11) Is not actively engaged in business as a registered representative of a broker-dealer. (12) Has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
REP. Magazine’s Top 100 RIAs (#81, May 2013) – The REP. list was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management. To land on the list, firms had to have at least 10 percent individual clients and at least 10 percent high-net-worth clients for whom they do financial planning, and no more than 50 percent institutional clients. RIAs that operate as a broker/dealer, a bank or are affiliated with an investment company are not eligible.
Barron’s Top 100 Independent Financial Advisors (#26 R. Thomas Manning, Jr., CIO, formerly CEO of Silver Bridge Advisors; #83 Peter J. Raimondi, CEO, August 2013) – The Barron’s rankings are based on data provided by individual advisors and their firms. The formula used by Barron’s to rank advisors is proprietary to Barron’s. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings. The quality of practice component includes an evaluation of each advisor’s regulatory record. For the Top 100 Independent Financial Advisors and the Top 100 Financial Advisors rankings, the scoring system assigns a top score of 100 and rates the rest of the advisors by comparing them with the winner.
These ratings are not indicative of future performance. Individual account experience may vary. This material is not financial advice or an offer to sell any product. Banyan is an independent registered investment adviser with the Securities and Exchange Commission. More information about Banyan, including its investment strategies and objectives can be obtained by visiting www.BanyanPartners.net. A copy of Banyan’s disclosure statement (Part 2 of Form ADV) is available without charge upon request. Our Form ADV contains information regarding our Firm’s business practices and the backgrounds of our key personnel. Please contact Banyan at 800-422-6172 if you would like to receive this information.