Pathstone was ranked #27 in the Financial Advisor 2018 RIA Ranking. This is the second year in a row that Pathstone was ranked among the top 30 RIA firms by Financial Advisor.
To be eligible for our rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Firms must complete the questionnaire, which collects data that is already prepared for the firm’s Form ADV. The data is analyzed to rank the firms based on assets under management. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey.
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.