We are pleased to announce that Pathstone has been selected as one of Financial Planning’s 2022 Top 150 Fee-Only RIA Firms, along with Dyson Capital which recently became part of Pathstone. Congratulations to our team and all the other firms who made the 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.
The award ranking provided is accurate as of October 14, 2022 and is based on SEC Form ADV filings as of July 2022.
