Pathstone was ranked among Atlanta’s Top 25 Financial Planning and Advisory Firms by Atlanta Business Chronicle for 2017. Pathstone placed at number 7 on the list. This ranking was based on assets under management, number of financial professionals, and total number of employees of the firm.
The list is compiled to provide a snap-shot of the largest companies in a particular industry, ranked by either a dollar figure or employee count. Factors considered include company size, assets under management, number of professionals, number of clients in the metro-Atlanta area, number of offices, and others.
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.
