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Pathstone competitors & alternatives
The 12 closest competitors and alternatives to Pathstone among asset management companies — ranked by similarity to what Pathstone actually does, not by market-cap band.
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About Pathstone
Pathstone is an independent, partner-owned advisory firm and SEC-registered investment adviser that provides wealth management and family office services. It serves ultra-high-net-worth individuals, families, family offices, foundations, endowments, and mission-driven institutions by offering strategic financial planning, investment management, tax strategy, estate planning, and philanthropic services.
Pathstone at a glance
Pathstone is an asset management company. Xcout recorded 10 job postings from Pathstone in the last 90 days, naming tools such as Salesforce, ChatGPT.
Hiring at Pathstone
Xcout recorded 10 job postings from Pathstone in the last 90 days, from a hiring record Xcout has kept since September 2026.
Tools named in Pathstone's job postings
The weekly hiring trend, the roles and locations behind it — see Pathstone's hiring signals →
Top 12 Pathstone competitors
Ranked by semantic similarity — how close each company is to Pathstone by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
Ballentine Partners is an independent wealth management and multi-family office firm that provides investment management, financial planning, and related advisory services. It serves high-net-worth individuals, families, and family offices.
Similar asset management company
Mercer Advisors is a fee-based registered investment adviser that provides comprehensive wealth management and family office services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and corporate trustee services.
Similar asset management company
Focus Financial Partners is a wealth-management partnership that provides capital, operational support, and business resources to independent registered investment advisors and other financial advisory firms. Its partner firms serve individuals, families, institutions, and businesses with investment management, financial planning, and related advisory services.
Similar asset management company
Cerity Partners provides comprehensive wealth management and financial advisory services. The company serves individuals, families, corporations, and institutions with solutions including financial planning, tax preparation, investment management, and retirement plan consulting.
Similar asset management company
TFO Wealth Partners provides wealth management, family office services, investment advisory and management, estate and tax planning coordination, and corporate retirement plan services. The firm serves high-net-worth individuals, families, and business owners.
Similar asset management company
Evelyn Partners provides personalized wealth management, financial planning, and investment management services for individuals, families, charities, and entrepreneurs. The company combines financial planning and investment strategies to help clients manage their assets, plan for retirement, and navigate life transitions.
Similar asset management company
Corient is a fee-only wealth management firm headquartered in Miami that provides bespoke financial solutions to ultra-high-net-worth and uber-high-net-worth individuals.
Similar asset management company
Curi Capital provides wealth management, investment solutions, family office services, and retirement plan solutions for individuals and organizations. The firm offers tailored planning, investment management strategies including equity, fixed income, and alternatives, and fiduciary services.
Similar asset management company
360 ONE Wealth is an India-based wealth-management business of 360 ONE WAM Limited, formerly known as IIFL Wealth Management. It provides investment advisory, portfolio management, alternative investment, estate-planning and related services primarily to high-net-worth individuals, ultra-high-net-worth families, entrepreneurs and institutions.
Similar asset management company
Freestone Capital Management is an independent investment and wealth-management firm based in Seattle, Washington. It provides portfolio management, financial planning, and related investment services primarily to high-net-worth individuals, families, trusts, and institutions.
Similar asset management company
Nicola Wealth provides comprehensive wealth management, asset management, and financial planning services to affluent individuals, families, business owners, foundations, and institutions across Canada. The firm utilizes a diversified investment approach that includes public assets, private capital, and real estate to help clients grow and protect their wealth.
Similar asset management company
Allworth Management Holdings provides comprehensive wealth management and financial planning services for individuals, families, and employers. The company offers customized investment management, tax planning, estate planning, insurance services, and 401(k) solutions through a fee-based fiduciary model.
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