Pathstone has proudly advanced to #9 on Barron’s Top RIA Firms of 2024, marking a significant leap from our 2023 ranking. This recognition reflects our ongoing commitment to excellence, innovation, and delivering exceptional value to our clients. We are honored by this acknowledgment and remain dedicated to maintaining the highest standards in the industry.
See the full list here and 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, but may purchase plaques, reprints, or logos to publicize rankings and participates in Barron’s digital marketing program for ranked firms and individuals.
Methodology:
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 16, 2024 and is based on the data as of June 30, 2024.
