Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

Denver Business Journal: Pathstone #5


Pathstone has been ranked #5 on Denver Business Journal’s list of 2025 out-of-state investment managers, reflecting assets managed in Colorado. The full list is available here. (Available to subscribers only.)

 


Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Unless otherwise stated, Pathstone does not pay fees to participate in ranking or award surveys. We may pay fees to attend award ceremonies or obtain rights to market award/ranking outcomes.

Methodology: Information on this list was supplied by individual companies through questionnaires. Rankings are based on AUM managed in Colorado, by firms based outside of the state. No fee was paid for participation. The ranking provided is accurate as of July 24, 2025 and is based on data as of March 31, 2025.


Start a Conversation

Your path,
Your priorities.

Whether you’re a multigenerational family, a family office, or institution, we provide expertise from across the country for your specific needs.

We look forward to learning more about your ambitions, goals, and visions for where you want to head next.
Ready to start a conversation?

Media Inquiry

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General Inquiry

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