Smart in a Way That Matters™

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Built for Clients™

Discover more

Powered by Innovation™

Discover more

Pathstone Initiatives

Discover our initiatives
  • Smart in a Way That Matters™
  • Built for Clients™
  • Powered by Innovation™
  • Pathstone Initiatives

A family office experience

like no other.

Pathstone is an independently owned and operated wealth management firm serving multigenerational families with complex needs, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment management. Every client has different values, goals, and objectives. No two paths are the same. Our expansive capabilities and personal, in-depth approach enable us to customize our solutions and leverage best practices to accommodate each of our clients' unique needs. It’s what makes us Pathstone – The Family Office.

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Powered by innovationSM

Our unique capabilities allow us to identify and act on opportunities, embrace complex challenges, and solve problems before they occur. We continually evolve our thinking, offerings, and processes, as well as add new talent to better serve our clients.

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Built for every generationSM

Everything we do is focused on delivering the best outcome for each of our clients’ unique needs across generations so that they can achieve their objectives now and in the future.

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Expertly deliveredSM

Our team of in-house experts has the accumulated experience of providing solutions for hundreds of families, giving us the breadth and depth of expertise that make us smarter in ways that benefit our clients.

STARTING ON YOUR PATH

Every family is unique, and each one follows a different path. Pathstone customizes our services to meet the individual needs of every client we serve. If you would like to experience our client-first approach before formally engaging, our PathForward process serves as a preliminary assessment. PathForward includes, but is not limited to, a portfolio, estate, and tax analysis. This service is offered at no cost and includes secure systems and nondisclosures to ensure all information remains safe and confidential.

Pathstone by the Numbers*

$100B

Assets under Advisement and Administration (*DATA IS PRO FORMA AS OF 4/01/24 & INCLUDES THE CRESTONE ACQUISITION)

225+

Partners out of 500+ Professionals

21

Office Locations

Our Services

With first-hand experience in multigenerational wealth, we offer integrated, objective, and customized solutions to meet the diverse needs of each family or foundation.

FAMILY WEALTH REPORT

MATT FLEISSIG

2024 OUTSTANDING CEO

FORBES

RANKED #2

2023 AMERICA'S TOP RIA FIRMS

FAMILY WEALTH REPORT

WINNER

2022 & 2023 MULTI-FAMILY OFFICE $15B AUM/AUA AND ABOVE

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.

Upcoming Events

Jun 05, 2024

Webcast

Estate Planning Essentials: Integrating the Technical and the Human

Jun 06, 2024

Boston, MA

RIA Intel Awards

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OUR INITIATIVES

Pathstone is deeply committed to strengthening our multigenerational promise through key initiatives that demonstrate our thought leadership and culture of innovation.

FuturePath

HerPath

Impact

The HerPath initiative is dedicated to advancing women's financial knowledge, enabling them to be better informed and equipped to make financial decisions confidently.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

Contact & Locations

Alexandria, VA

Contact & Locations

Maryland

Contact & Locations

Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

Contact & Locations

Boston, MA

Contact & Locations

Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

Contact & Locations

Austin, TX

Contact & Locations

Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations