Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ 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, providing tailored support with discretion and foresight.

Institutions

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

Pathstone Recognized as Fastest-Growing RIA in New Jersey by Citywire


Pathstone is pleased to share that Citywire has recognized the firm as the Fastest-Growing Registered Investment Advisor (RIA) in New Jersey in its 50 Growers Across America 2026 report. 

We are honored by this recognition and grateful to the clients who continue to place their trust in us, as well as the team members whose dedication makes our work possible. 

Read the full article here: 50 Growers Across America 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 expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in this ranking. 

Methodology: The Citywire RIA 50 Growers Across America 2026 report uses Form ADV data compiled by FINTRX to identify the fastest-growing RIA in each state and the District of Columbia. Rankings are based on a combination of percentage AUM growth, raw AUM growth, and employee headcount growth, which Citywire combines into a single metric it calls the “growth factor.” The report reflects data as of year-end 2025; AUM figures shown reflect the most recent figures honorees have reported to the SEC, which may not directly correspond to the year-end 2025 growth data used in the ranking. 


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