Pathstone has been ranked #4 on Financial Advisor’s 2024 list Fastest-Growing RIAs, based on Assets Under Management.
See the 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. 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 50 Fastest Growing RIA Methodology:
Financial Advisor Magazine created the annual list of the top 50 Fastest Growing RIAs by comparing firms’ year-end AUM to the previous year-end AUM, using the data they provided in the surveys. The list includes firms with AUM exceeding $500 million. The award ranking provided is accurate as of July 12, 2024 and is based on data generated by comparing 2023 year end AUM to 2022 year end AUM.
