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Earlier this week, Pathstone CEO Matt Fleissig told Citywire: "Let's be the $1T RIA."
Pathstone is far from the only RIA with the goal of reaching the $1T AUM threshold. But the $162B AUM firm certainly seems to be heading in that direction.
Firms like CapTrust, Creative Planing, Mariner, Rockefeller Capital Management, Cerity …
"I saw YHWH sitting on His throne, and all the Host of Heaven standing by Him on His right hand and His left. And YHWH said, 'Who shall persuade the Americans, that they may go up and fall at Tijuana?' And one said on this manner, and another said on that manner. And there came forth a spirit, and stood before YHWH, and said, 'I will persuade them.' And YHWH said unto him, 'Wherewith?' And he said, 'I will go forth, and I will be a lying spirit in the mouth of all their pundits.' And He said, 'Thou shalt persuade them, and prevail also: go forth, and do so.'"