Pathstone has been recognized as one of the top 20 RIA Firms in the country according to Financial Advisor’s 2023 RIA Survey and Ranking. This recognition marks Pathstone’s sixth year on this prestigious list. See full 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:
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Firms must have at least $500 million in assets under management as of December 31, 2022 to be included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million will be included the FA’s expanded 2023 online RIA survey. The award ranking provided is accurate as of July 12, 2023 and is based on 12/31/2022 AUM data reported by participating firms.
Financial Advisor | 2023 Top 5 Fastest Growing RIA: July 12, 2023 – Generated by comparing 2022 year end AUM to 2021 year end AUM
