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Discover how we can help simplify the complexities of your wealth.
Comprehensive Wealth Management With Specialized Investment Solutions
At Pathstone, we navigate the complexities of wealth. Our integrated team of advisors provide access to both public and private investment solutions1, and a system designed to reduce expenses and taxes3. Your portfolio will be tailored to your preferences and targets, purposefully built to help achieve your financial goals.
The Pathstone difference: Every Pathstone client benefits from a dedicated advisor leading a fully integrated wealth management team. This unified approach helps provide access to in-house research, thorough manager due diligence, and investment opportunities, all tailored to your needs. We provide you with a comprehensive, unbundled approach, empowering you to enhance your investment advisory experience with targeted, value-added offerings that align with your goals.
$150B+
ASSETS UNDER ADVISEMENT AND ADMINISTRATION*
700+
PROFESSIONALS2
23
OFFICE LOCATIONS2
BY THE NUMBERS
Advisory
Access a completely unconstrained universe of investment solutions and an execution system designed to reduce your expenses and taxes3. Your portfolio will be tailored around your preferences, constraints and targets—purposefully built to give you the best chance at achieving your goals.
Financial Reporting
We can summarize your financial information in a timely and organized fashion to allow you to make informed decisions.
Tax Planning3
At Pathstone, tax planning is a year-round conversation. Our integrated team incorporates investment income and strategies to help ensure your tax liabilities do not diminish the value of your investment earnings in the long term. And that’s just the beginning.
Explore our suite of multigenerational wealth services on our website.
How can Pathstone empower you?
As wealth increases, so does the number of areas that need attention. As a fully integrated family wealth advisory firm, the Pathstone service model offers proactive support and coordination.
Transparency is central to everything we do. Our secure, proprietary reporting provides a complete view of your financial picture, empowering you to make informed decisions with confidence. We are committed to cultivating long-term relationships built on clarity and trust, earning fees solely for the services we deliver.
As your requirements evolve, your Pathstone team scales with you. We proactively anticipate family needs and provide customized solutions that go beyond traditional financial services—from paying your bills to family succession planning and more. Our seasoned professionals are experienced in serving the needs of those with complex wealth. This allows us to meet each client where they are, offering guidance and helping to protect their legacy for generations to come.
A History of Growth
Since 2010, we’ve served hundreds of ultra-high net worth families by providing highly customized investment advice and comprehensive family office services.
- Serve families in 23 locations2
- Employ over 700 professionals across disciplines2
- Advise on more than $150 billion in assets*
Pathstone’s thoughtful expansion reflects our commitment to excellence. By offering an integrated set of comprehensive services delivered in-house, we focus on meeting the unique goals of ultra-high net worth families without compromising the personalized care that defines us.
FEATURED AWARDS
BARRON's 2024
TOP 100 RIA FIRMS
AMERICA'S TOP RIA FIRMS
FORBES 2023
FEATURED SERVICES
How can our integrated team more efficiently and effectively manage your wealth?
EXPLORE EXAMPLES, DRAWN FROM OUR WIDE PORTFOLIO OF SERVICES.
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Stewardship has long been the gold standard for how we encourage family members to view their relationship with multigenerational wealth. However, stewardship is too often being heard as “don’t mess this up” rather than as an empowering approach to utilizing wealth with purpose and vision.
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1All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Neither the information nor any opinion expressed on this Site constitutes an offer by Pathstone to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse effect on the value, price or income of such securities and financial instruments. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
Disclosures: Pathstone Holdings, LLC comprises the following subsidiaries or affiliates: Pathstone Family Office, LLC (~$113.4B), Advisor Partners, LLC (~$1.1B), and Willow Street (~$40.5B). Data as of 6/30/24 (*pro forma for acquisition of Hall Capital, closed 12/2/24). Assets Under Advisement & Administration includes both Pathstone’s assets under management (AUM) as well as other assets that we report on that are non-AUM.
2Data as of 01/14/25
Awards: 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.
3No Legal, Accounting or Tax Advice. Pathstone will act solely in its capacity as a registered investment advisor and does not provide any legal advice. Though Pathstone can provide accounting and tax services, the client should seek the counsel of a qualified accountant and/or attorney when necessary. Pathstone may assist clients with tax harvesting, and we will work with a client’s tax specialist to answer any questions related to the client’s portfolio account.
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Participation in Barron’s Top 100 RIA Firms ranking is by invitation only, and limited to firms that meet the minimum eligibility requirements. As with all Barron’s rankings, they do not disclose the proprietary formula. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including assets overseen by the firm, revenue generated by the firm, growth achieved by the firm, client size, staff size, level of technology spending, and placement of a succession plan. The ranking is not indicative of the firm’s past or future performance. Neither the firm nor its executives pay a fee to Barron’s in exchange for the ranking. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The award ranking provided is accurate as of September 16, 2024 and is based on the data as of June 30, 2024.
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. The award ranking provided is accurate as of October 8, 2024 and is based on the data as of March 31, 2024.
Awards: 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.