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: RIA Edge 100 is created by Wealth Management. It is not a ranking, and firms do not apply for inclusion. Among the metrics used to develop the list: 1) Firms were identified as SEC-registered investment advisors specializing in financial planning, serving predominantly high-net-worth clients, and managing at least $500 million in assets. 2) The evaluation used equally weighted metrics, including five-year AUM growth, the ratio of employees to clients, AUM per advisor, and the percentage of employees holding CFP certification. This list was published on February 2, 2006, reflecting publicly available data from 2025.