We are pleased to announce Pathstone has ranked #17 on the Barron’s 2022 Top RIA Firms.
This was Barron’s 7th annual ranking of independent advisory companies and was based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
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.