Pathstone has been ranked #13 on Financial Advisor’s 2024 RIA Survey and Ranking, based on Assets Under Management. This recognition marks Pathstone’s seventh year on this list.
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. Unless expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in any such ranking.
Financial Advisor’s RIA Survey and Ranking ranks firms based on their assets under management at year end. They include independent RIA firms that file an ADV with the SEC. FA’s ranking orders firms from largest to smallest, based on AUM reported by individual firms that voluntarily complete and submit FA’s survey. Firms that do not complete an application are not included.
2024 RIA Ranking Methodology:
Financial Advisor compiled their annual list of America’s Top RIAs based on assets under management (AUM) at independent RIA firms. This ranking includes firms with AUM exceeding $1 billion as of December 31, 2023, for the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $1 billion AUM are included in the expanded online RIA survey. The award ranking provided is accurate as of July 12, 2024 and is based on 12/31/2023 AUM data reported by participating firms.
