Brand:Now Part of Pathstone, The Family Office

As part of Pathstone, we are now able to offer an even broader range of services and expertise focused on managing the complexities of multigenerational wealth.

Our extensive capabilities and personal, in-depth approach enable us to customize our solutions and leverage best practices to accommodate the unique needs of our clients.

The Leadership Team

The cornerstones of our firm bring distinct experience, knowledge and understanding of multigenerational wealth that is simply unmatched by any other company. Get to know us and you'll see that we stop at nothing to protect your family now and for the future.

MATTHEW FLEISSIG

Chief Executive Officer

KELLY MAREGNI, CFP

President

Co-Chairman

STEVE BRAVERMAN

ALLAN ZACHARIAH, CPA

Co-Chairman

FORBES

Ranked #2

Top RIA Firms

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

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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.

How can Pathstone Help Me?

If you are an individual, family, family office, foundation, or endowment, faced with the challenge of managing your wealth enterprise, Pathstone can help.

Pathstone has created a comprehensive set of services to cover all of your needs or simply complement your existing structure. We understand that every client is different. For this reason, we offer a la carte services allowing you to customize a solution package that fits your specific needs.

Offering a family office experience like no other

We understand that every client and family is different. Whether you need a solution for all your wealth management or planning needs or simply complement your existing structure, we offer customized solutions to fit your unique situation.

Get started on the path to learn more.

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).