Pathstone has been listed as the #5 largest wealth management firm in the greater Washington, D.C., area, based on a survey of area financial professionals. See here for the full list. (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: The list is open to management firms with offices in the Washington, D.C., region. Firms are ranked by area financial planners via an online survey. No fee was paid for participation.
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