SOUTH BURLINGTON, VTCRD 124801Latest ADV March 13, 2026
Pathway Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Burlington, VT. Its latest Form ADV filing, dated March 13, 2026, reports $1.6B in regulatory assets under management, 11 employee, 1 office, and 1,147 accounts.
Assets Under Management
$1.6B
Employees
11
Offices
1 office
Total Clients
253
Primary office
SOUTH BURLINGTON, VT
725 COMMUNITY DRIVE, SUITE 402, SOUTH BURLINGTON, VT, United States
Top client segmentHNWI represent 79.1% of total clients.
Top client categories% of clientsClients
1
HNWI
79.1%
200
2
Individuals
20.9%
53
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 13, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts1,147
10Y AUM Change+$1.3B (+343.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee23:1
10Y Employee Change+2 (+22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.