Pathstone has ranked second on Forbes list of “America’s Top RIA Firms.”
According to Forbes and SHOOK the list “highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.”
SHOOK “measure[s] aspects like processes that are inherent in each client relationship, what is the team’s purpose, and what is the underlying culture that we see throughout all levels of employees.” We believe this is a testament to the care the Pathstone team gives each client and one another.
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, but may purchase plaques, reprints, or logos to publicize rankings.
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 8, 2024 and is based on the data as of March 31, 2024…
