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    April 16, 2025

    Pathstone’s Vivien Johnson, Jeff Scheer, James Whalen, and Wes Yamamoto Named Forbes Best-in-State Wealth Advisors

    Forbes

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    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 any such ranking. Please click on the individual award post for full disclosure of the criteria for rankings.

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  • May 16, 2024

    Pathstone President Kelly Maregni Named ACE Award Winner

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  • May 6, 2024

    Pathstone Recognized at Family Wealth Report Awards, Matt Fleissig Named Outstanding CEO

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  • April 5, 2024

    Pathstone Named a Finalist in the 2024 Family Wealth Report Awards

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  • April 4, 2024

    Executive Managing Director, Jeff Scheer, Recognized Among Forbes’ 2024 Best-In-State Wealth Advisors (Mass. Private Wealth) 

    Forbes

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  • February 15, 2024

    Pathstone to Acquire Crestone Capital LLC

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  • November 3, 2023

    Pathstone CEO Matt Fleissig Featured in Barron’s Advisor

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  • October 26, 2023

    Pathstone Recognized Among Forbes 2023 Top RIA Firms

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  • October 16, 2023

    Family Office Practice Expert Jim Coutré Joins Pathstone

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  • August 30, 2023

    Pathstone Named Fastest Growing RIA in New Jersey

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  • August 2, 2023

    Pathstone Recognized as Top 20 RIA Firm by Financial Advisor

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  • July 17, 2023

    Pathstone to Acquire Veritable LP

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  • May 5, 2023

    Pathstone Wins Multi-Family Office in the 2023 Family Wealth Report Awards

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