Pathstone
44yrs
Top advisor by experience at Pathstone
Pathstone
Englewood, NJ. Legal name: Pathstone Family Office, LLC
About the firm
A registered investment advisory firm based in Englewood, New Jersey, with about 18 offices. It manages about $110 billion for roughly 1,979 individual clients. Services include financial planning, investment management for individuals and small businesses, managing private funds.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; A share of investment gains
Typical client size ?$46 million
Assets under management ?$110 billion
Individual clients1,979
Median years of experience12
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Advisors at Pathstone
203Advisors
12Median years of experience
15States with offices
18Offices
Also known as
Stone Tower Family Office, LLC · Pathstone Federal Street · Pathstone Family Office, LLC
About Pathstone
How do I contact Pathstone?
Call the main office at 201-944-7284. The main office is at 10 Sterling Blvd Suite 402, Englewood, NJ 07631.
How is Pathstone paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask for your total yearly cost in dollars.
What services does Pathstone offer?
Financial planning, Investment management for individuals and small businesses, Managing private funds, Investment management for businesses and institutions, Choosing other investment managers, Educational seminars and workshops, Other services.
How many advisors work at Pathstone?
We list 203 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.