We’re proud to share that Pathview Wealth Advisors has been included in Financial Advisor Magazine’s 2025 list of America’s Top registered investment advisors (RIAs). This annual ranking recognizes independent firms across the country. The recognition is based on assets under management (AUM) as of December 31, 2024.
To be considered for the list, firms must be independent, file their own ADV with the SEC, and provide financial planning and related services to individual clients. The ranking is based on AUM reported by firms that voluntarily completed FA’s survey by the deadline. In addition, verification is done through ADV review. Firms with at least $1 billion AUM appear in the print edition. Meanwhile, those under $1 billion are included in the expanded online list.
We’re honored to be recognized among our peers. We are also grateful to our clients for the trust they place in us. In addition, we thank our dedicated team whose expertise and commitment make this possible.
If you’re looking for a dedicated team to help guide your financial future, Pathview Wealth Advisors is here to support you. Connect with our San Diego–based team today to learn how we serve clients locally and across the country.