We are pleased to announce Pathstone has ranked #17 on the Barron’s 2022 Top RIA Firms.
This was Barron’s 7th annual ranking of independent advisory companies and was based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
View the full list here and see Pathstone’s complete Barron’s profile for more.
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. Pathstone paid no application fee to participate. Click HERE for a full disclosure of the criteria of ranking and other important information.
Participation in Barron’s Top 100 RIA Firms ranking is by invitation only, and limited to firms that meet the minimum eligibility requirements. As with all Barron’s rankings, they do not disclose the proprietary formula. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including assets overseen by the firm, revenue generated by the firm, growth achieved by the firm, client size, staff size, level of technology spending, and placement of a succession plan. The ranking is not indicative of the firm’s past or future performance. Neither the firm nor its executives pay a fee to Barron’s in exchange for the ranking. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The award ranking provided is accurate as of September 23, 2022 and is based on the data as of June 30, 2022.
