Pathstone has been named the fastest-growing RIA in New Jersey on Citywire’s 50 Growers Across America list for the second year in a row. CEO Matt Fleissig spoke to Citywire and noted that the firm’s secret to “staying at the top” has been increased investment in its family office services division and strategic acquisitions that have added to its capabilities.
Read the full interview and see the complete list 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. Pathstone paid no application fee to participate. Click HERE for a full disclosure of the criteria of ranking and other important information.
Methodology:
Citywire uses historical Form ADV data compiled by Discovery Data, which is run through a layer of screens. They screen out RIAs that don’t include financial planning as one of their core services, as well as firms that are offshoots of broker-dealers and banks (firms whose advisors may be dually registered with a broker-dealer but maintain their own RIA entity are in bounds). Lastly, Citywire screens out firms that primarily function as back-end service providers for advisory teams. The award ranking provided is accurate as of August 16, 2023 and is based on historical Form ADV data from all of 2022.
