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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 …