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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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  • 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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  • May 1, 2023

    Pathstone to Acquire Brainard Capital Management

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  • March 6, 2023

    Pathstone Welcomes New Investment from Kelso & Company, Alongside Continued Commitment from Existing Investor, Lovell Minnick Partners

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  • February 27, 2023

    Pathstone to Acquire Rex Capital Advisors

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  • December 1, 2022

    Pathstone to Combine with Willow Street

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  • October 25, 2022

    Pathstone Recognized Among Forbes 2022 Top RIA Firms

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  • October 17, 2022

    Pathstone Selected as one of Financial Planning’s 2022 Top 150 Fee-Only RIA Firms

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  • September 23, 2022

    Pathstone recognized among Barron’s 2022 Top 100 RIA Firms

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  • July 28, 2022

    Pathstone selected as New Jersey’s “50 Growers Across America” by Citywire RIA

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  • July 12, 2022

    Growing Smart(ly) In A Way That Matters: Pathstone to Acquire Dyson Capital Advisors

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  • July 7, 2022

    Pathstone’s Strong Legacy Of Deep ESG Analysis Wins Plaudits

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