Pathstone has been selected as one of the top RIA firms in the country by Forbes/Shook for 2023. It is an honor to be recognized on this list two years in a row, congratulations to our team and all the other winners!
See the full list here and Pathstone’s complete Forbes 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.
Methodology:
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The award ranking provided is accurate as of October 10, 2023 and is based on the data as of March 31, 2023.
Click here for the full methodology.
