Pathstone has placed fourth in Barron’s Top 100 RIA Firms 2026, up from tenth in 2025. As Barron’s puts it, the annual ranking is intended to “shine a spotlight” on registered investment advisors who meet their criteria, with an eye toward raising standards in the industry.” See the full results here: Barron’s Top 100 RIA Firms 2026
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:
Participation in Barron’s Top 100 RIA Firms ranking process is by invitation only. Qualifying RIAs are evaluated on data including assets overseen by the firm, revenue generated by the firm, growth achieved by the firm, client size, staff size, level of technology spending, and other strategic factors. Barron’s does not disclose their proprietary formula. The ranking is not indicative of the firm’s past or future performance.
Pathstone did not pay Barron’s in exchange for this ranking but did pay to participate in associated marketing. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The ranking provided is accurate as of September 11, 2026 and is based on the data as of June 30, 2026.
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