Pathstone: The comprehensive family office experience.

Learn why families and individuals navigating the complexities of wealth turn to Pathstone to help preserve and protect their wealth across generations. Interested in complementing your existing advisory team? Seeking a more comprehensive range of services and deep expertise? We’re flexible and stand ready to meet you where you are today.

Our approach is proactive, designed to anticipate and address your most significant challenges and opportunities. One centralized point of contact provides access to a team of experts in investments, tax, estate planning, and risk management, to name a few. 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.

BARRON'S

RANKED #9

TOP 100 RIA FIRMS

$150B+

ASSETS UNDER ADVISEMENT AND ADMINISTRATION (DATA AS OF 6/30/24. PRO FORMA FOR ACQUISITION OF HALL CAPITAL, CLOSED 12/2/24)

225+

PARTNERS OUT OF 700+
PROFESSIONALS

23 OFFICE LOCATIONS

BY THE NUMBERS

Powered by
innovation

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.

Built for every
generation

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.

Expertly delivered

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.

SM

Explore our suite of multigenerational wealth services on our website.

FORBES

RANKED #2

TOP RIA FIRMS

FINANCIAL ADVISOR

RANKED #4

FASTEST-GROWING RIA

Pathstone Holdings, LLC comprises the following subsidiaries or affiliates: Pathstone Family Office, LLC (~$1.1 billion*), Advisor Partners, LLC (~$1.1 billion), and Willow Street (~$40.5 billion). Data as of 6/30/24 (*Pro forma for acquisition of Hall Capital, closed 12/2/24).

Award Disclosure: 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. Unless expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in any such ranking.