Pathstone has been recognized as the #2 top RIA firm in the country by Forbes for 2023. America’s Top RIA Firms ranking is the second annual Forbes/Shook Top RIA list, where last year, Pathstone ranked #3.
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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 Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Click here for the full methodology.