Home
Financial Advisor
New Jersey
Englewood
PATHSTONE

PATHSTONE

Tel: 201-944-7284 10 Sterling Blvd Suite 402 Englewood, New Jersey 07631

About PATHSTONE

PATHSTONE is a Englewood, New Jersey based financial advisory firm with nearly $48,258,140,483 in assets under management and provides investment advisory services for 25825 clients. There are currently 408 financial advisors at the firm.

General Information
Firm CRD#:

151736

Firm SEC#:

801-70776

Assets Under Management:

$48,258,140,483

No. of Clients:

25825

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New Jersey?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New Jersey, Englewood

FirmCRD#:105676
SEC#:801-22808
No. of Advisors:1705
No. of Clients:1021
AUM:$1,014,741,753,029
FirmCRD#:8174
SEC#:801-7163
No. of Advisors:12701
No. of Clients:1093486
AUM:$702,387,082,915
FirmCRD#:142558
SEC#:801-67569
No. of Advisors:61
No. of Clients:1840565
AUM:$691,908,159,462
FirmCRD#:142463
SEC#:801-67314
No. of Advisors:925
No. of Clients:637
AUM:$499,516,358,508
FirmCRD#:108928
SEC#:801-56972
No. of Advisors:1483
No. of Clients:46332
AUM:$458,191,510,749
FirmCRD#:105670
SEC#:801-31104
No. of Advisors:558
No. of Clients:167
AUM:$315,351,503,018
FirmCRD#:110391
SEC#:801-6997
No. of Advisors:789
No. of Clients:30191
AUM:$238,757,080,041
FirmCRD#:150088
SEC#:801-70159
No. of Advisors:511
No. of Clients:73
AUM:$139,894,636,150
FirmCRD#:129752
SEC#:801-62692
No. of Advisors:173
No. of Clients:170
AUM:$93,422,358,205
FirmCRD#:107338
SEC#:801-19813
No. of Advisors:98
No. of Clients:89
AUM:$57,895,542,486
FirmCRD#:104543
SEC#:801-36845
No. of Advisors:126
No. of Clients:4631
AUM:$43,837,552,255
FirmCRD#:111376
SEC#:801-53068
No. of Advisors:50
No. of Clients:82
AUM:$42,618,625,108
FirmCRD#:155216
SEC#:801-72060
No. of Advisors:746
No. of Clients:129657
AUM:$35,289,437,628
FirmCRD#:107291
SEC#:801-38219
No. of Advisors:34
No. of Clients:190
AUM:$35,284,221,419

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.