Our Capabilities
Our capabilities
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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.
*As of October 6, 2025, including affiliate firms. **Pathstone Family Office LLC ($116B) plus affiliate firms ($55B). As of June 30, 2025. Includes regulatory assets under management, assets under advisory, and assets under administration. Please see Pathstone's ADV on adviserinfo.sec.gov for more information.
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Local Presence.
Shared Purpose.

From coast to coast, Pathstone offices are more than addresses—they’re points of connection for individuals, families, and institutions. At every location, you’ll find a team dedicated to helping you navigate complexity with clarity and to developing strategies that reflect your values, objectives, and vision for the future.

Wherever you are on your journey, we’re here with the insight, resources, and care to help you move forward with confidence. Select your city to meet the team, explore our local perspective, and start a conversation tailored to you.

Los Angeles, California
San Diego, California
San Francisco, California
Walnut Creek, California (Concentric Innovation — a Pathstone affiliate)
Rooted in technology. Driven by trust.

Welcome to Concentric Innovation, a Pathstone Affiliate

From our office in Walnut Creek, California, Concentric Innovation seeks to deliver customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001, Concentric Innovation has spent more than two decades refining proprietary technology to deliver tax-efficient investment outcomes that empower advisors to streamline operations, optimize objectives, and enhance experiences.

Rooted in the Walnut Creek Community
We are proud to be part of the Bay Area’s dynamic business and investment community, contributing to innovation, collaboration, and growth.

Request a Conversation
Let us know a little about you, and we’ll connect you with someone who can help—whether through Concentric Innovation or Pathstone—wherever you are in your journey.
Let’s get started

Distinctive By Design: How We Work With You

Concentric Innovation makes portfolio management strategic by optimizing portfolios across investment types, compositions, timespans, trades, and tax-loss harvesting—as often as weekly.

Visit our offices in Walnut Creek
1333 N California Blvd
Suite 680
Walnut Creek CA, 94596

Integrated Services, Tailored to You

  • After-Tax Indexing
  • Factor Tilt
  • Purpose-Driven Investing
  • Active Manager Replication
  • Fixed Income

Meet our people

Walnut Creek team members who contribute diverse perspectives to support our unique client needs.

Rahul Agrawal

President and Chief Investment Officer of Concentric Innovation

Ralph Studley

Chief Revenue Officer of Concentric Innovation

Pathstone will act solely in its capacity as a registered investment advisor and does not provide any legal advice. Though Pathstone can provide accounting and tax services, the client should seek the counsel of a qualified accountant and/or attorney when necessary. Pathstone may assist clients with tax harvesting, and we will work with a client’s tax specialist to answer any questions related to the client’s portfolio account.
Boulder, Colorado
Denver, Colorado
D.C. Metro Area – Alexandria
D.C. Metro Area – Potomac
Naples, Florida
Winter Park, Florida
Atlanta, Georgia
Boston, Massachusetts
Reno, Nevada (Laurel Trust — a Pathstone affiliate)
Englewood, New Jersey
New York, New York
Philadelphia Metro Area, Pennsylvania
Providence, Rhode Island
Seattle, Washington
Austin, Texas
Bellevue, Washington
Scottsdale, Arizona
Jackson, Wyoming (Willow Street — a Pathstone affiliate)
Start a Conversation

Your path,
Your priorities.

Whether you’re a multi-generational 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

We appreciate your interest in Pathstone. If you’re a journalist, producer, or media representative looking to contact our team, please complete the form below and we will connect you with the right spokesperson.

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General Inquiry

Have a question for our team? We’re happy to help.

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