Pathstone

Overview

Pathstone is a U.S.-based wealth management firm specializing in comprehensive financial planning and investment services for high-net-worth individuals and families. The firm offers a range of services, including investment management, estate planning, and family governance, tailored to meet the unique needs of each client. With a team of over 775 professionals, Pathstone provides personalized attention backed by extensive expertise in various financial disciplines. The firm's investment approach emphasizes a global manager network, customized implementation, and open-architecture independence to deliver objective advice aligned with client interests. Pathstone's strategy focuses on thoughtful allocation, risk intelligence, and continuous innovation to adapt to evolving market conditions and client objectives. The firm serves clients across the United States, with offices in cities such as Los Angeles, San Francisco, New York, and Englewood, New Jersey. Pathstone's commitment to excellence is reflected in its recognition as the #2 Top RIA Firm in 2025 by Forbes. The firm's dedication to client success is further demonstrated through its combination with Willow Street in 2022, enhancing its fiduciary services and expanding its capabilities to serve multigenerational families effectively. This strategic move underscores Pathstone's ongoing efforts to provide comprehensive and customized wealth management solutions to its clients.

Investment Focus

• High-net-worth individuals and families seeking comprehensive wealth management services

Portfolio Companies