A complete list of active advisors currently associated with Pathway Advisors, LLC

Warmer can help you find a great advisor at Pathway Advisors, LLC or one who fits your needs even better.

Pathway Advisors is a small, supported registered investment adviser with three advisors and roughly $62.5 million in assets serving about 108 clients. Its client base is concentrated in individual and high-net-worth households and also includes pension plans and small businesses, and the firm offers portfolio management, financial planning, and pension consulting services. The firm provides both discretionary and non-discretionary portfolio management, frequently using model portfolios and third‑party sub‑advisers to implement client strategies while tailoring allocations to clients’ objectives, risk tolerance, and time horizon. As of December 31, 2025 the brochure reports approximately $15.0 million managed on a discretionary basis and about $47.6 million on a non-discretionary basis, so most client assets remain under client-directed authority rather than delegated to the firm. Compared with peers, Pathway Advisors is notable for its affiliation with an accounting practice that offers tax and accounting services alongside advisory services, and for having advisory personnel who are also licensed insurance agents—arrangements that create overlapping service offerings and potential conflicts of interest that the firm discloses. The combination of integrated tax/accounting access, use of TPMMs and model portfolios, and a predominance of non‑discretionary relationships distinguishes its service model from many other supported firms.

To learn more about the advisors currently working at Pathway Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Pathway Advisors, LLC's office locations.