Awards & Recognition
We aspire to be the nation’s most exceptional family office, united by our shared values of partnership, client service, integrity, and excellence.
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 expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in any such ranking. We may pay to obtain rights to market award/ranking outcomes. Please click on the individual award post for full disclosure of the criteria for rankings.
Additional Awards

Top 100 RIA Firms
2024, #9
2023, #24
Top 100 Independent Advisors
David Kahn, 2024, #46

Top RIA Firms in America
2024, #2
2023, #2
Best-in-State Wealth Advisors, 2025
Vivien Johnson, #67, North Florida
Jeff Scheer, #40, Boston
Jimmy Whalen, #4, Maryland
Wes Yamamoto, #21, Eastern PA

Best Multi-Family Office ($15 billion AuM/AuA and above) – Pathstone
Best Fiduciary or Trust Services – Willow Street
Lifetime Achievement Award – Steve Braverman

Fastest-Growing RIA
2024, #4
2023, #14
RIA Ranking
2024, #15

50 Growers Across America
Runner Up, Fastest Grower, New Jersey, 2024
Fastest Grower, New Jersey, 2023