Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ in aggregate assets.**

We are pleased to share that Mill Creek Capital Advisors is now part of Pathstone. This combination supports Pathstone’s commitment to serving ultra-high-net-worth families, endowments, and foundations and builds on our established presence in the Philadelphia metro area.

Learn more here.

We are excited to share that Mill Creek is now part of Pathstone.

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.

Newsroom

Welcome to our newsroom—where the story of Pathstone is told by the world around us. Here you’ll find press releases, recognitions, podcasts, and media mentions that provide perspectives on our enduring commitment to best serve our clients.

June 4, 2026

Pathstone Expands Philadelphia Presence Through Combination with Mill Creek Capital

Addition of Mill Creek deepens Pathstone’s regional presence and further strengthens our talent pool, services and capabilities aimed at serving ultra-high-net-worth families, single family offices, and institutions.

Disclosures for awards can be found by selecting the award in the listings below.

All News

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April 28, 2026

Governance, Networking and Outsourcing

Pathstone’s Blake Pendleton on Family Office Lessons

April 21, 2026

A Meaningful Milestone

Pathstone Co-Chairman and Co-Founder Allan Zachariah has been inducted into the University of Kentucky Gatton College Alumni Hall of Fame.

March 25, 2026

Chief Fiduciary Officer Scott Weaver in Family Wealth Report

How should tax and estate planning fit into a family’s broader wealth strategy?

March 6, 2026

Katherine Pease Talks with Inside Philanthropy

Our head of philanthropy discusses the powerful potential of family offices.

March 4, 2026

Jim Coutré on Wealth, Fame, and Family Dynamics

Investment News taps our Wealth Planning head for insights on the role of dynamic family governance in mitigating these pressures.

February 13, 2026

Pathstone Named to 2026 RIA Edge 100

Annual list spotlights registered investment advisory firms “demonstrating intentional expansion through operational excellence and talent investment” rather than market gains alone.

Media Inquiry

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General Inquiry

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