Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

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.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

Pathstone Ranks #2 in Annual Forbes Top RIAs Survey


Pathstone has once again ranked #2 in the Forbes / SHOOK annual ranking of RIA firms. This annual survey looks at revenue trends, assets under management, compliance records, industry experience, and demonstrations of best practice. The full details and list are available here.


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 Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. No fee was paid for participation. A fee was paid to license use of the Forbes logo and participate in associated marketing. The ranking provided is as of October 1, 2025 and is based on data as of June 30, 2025.


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Whether you’re a multi-generational family, a family office, or institution, we provide expertise from across the country for your specific needs.

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