09/15/2026
We’re pleased to share that Pathstone has placed fourth in Barron’s Top 100 RIA Firms 2026, up from tenth in 2025. We view this recognition as a reflection of our commitment to innovation, collaboration, and care for our clients and colleagues. We’re grateful to those who have place their trust in us.
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 otherwise stated, Pathstone does not pay fees to participate in ranking or award surveys. We may pay fees to attend award ceremonies or obtain rights to market award/ranking outcomes.
Methodology: Participation in Barron’s Top 100 RIA Firms ranking process is by invitation only. Qualifying RIAs are evaluated on 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 other strategic factors. Barron’s does not disclose their proprietary formula. The ranking is not indicative of the firm’s past or future performance. Pathstone did not pay Barron’s in exchange for this ranking but did pay to participate in associated marketing. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The ranking provided is accurate as of September 11, 2026 and is based on the data as of June 30, 2026.
