Financial ADVSR advisor directory · SEC adviser records
Pathstone financial advisors
Every SEC-registered investment adviser representative at Pathstone, by the state and city of the office they work from.
193 registered advisors work at Pathstone, in 15 states and 20 cities; the most are in Englewood, NJ (91). 0 list the CFP designation and 0 are also registered broker representatives.
Search every Pathstone advisor by name →Pathstone: assets, clients and custodians →
Cities with the most Pathstone advisors
Englewood, NJ 91Newtown Square, PA 15Bellevue, WA 13Boston, MA 11Boulder, CO 11Conshohocken, PA 8Alexandria, VA 6Denver, CO 5New York, NY 5Atlanta, GA 4Los Angeles, CA 4Potomac, MD 4Austin, TX 3San Francisco, CA 3Winter Park, FL 3Providence, RI 2Seattle, WA 2Chicago, IL 1Miami Beach, FL 1Scottsdale, AZ 1
Pathstone advisors by state
Questions
How many financial advisors does Pathstone have?
193 investment adviser representatives are registered with Pathstone, according to the SEC's Investment Adviser Public Disclosure records, in 15 states and 20 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Pathstone have the most advisors?
Englewood, NJ, with 91 registered advisors, then Newtown Square, PA (15). By state, New Jersey has the most, with 91.
How do I find a Pathstone financial advisor near me?
Pick your state below, then your city, to see every Pathstone advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Pathstone offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →