PATHWAY FINANCIAL ADVISORS, LLC
CRD #124801 SEC #801-64598 SOUTH BURLINGTON, VT 802-660-7086
SEC Registered
Total AUM
$894.8M
Discretionary
$894.8M
Employees
11
Clients
101
Accounts
955
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $894.8M | $894.8M | $0 | 11 | 13 |
| Oct 2025 | $894.8M | $894.8M | $0 | 11 | 13 |
| Mar 2025 | $894.8M | $894.8M | $0 | 11 | 13 |
| Mar 2024 | $783M | $783M | $0 | 11 | 20 |
| Mar 2024 | $783M | $783M | $0 | 11 | 20 |
| Aug 2023 | $656.4M | $656.4M | $0 | 13 | 20 |
| Aug 2023 | $656.4M | $656.4M | $0 | 13 | 20 |
| Mar 2023 | $656.4M | $656.4M | $0 | 13 | 20 |
| Mar 2023 | $656.4M | $656.4M | $0 | 13 | 20 |
| Dec 2022 | $766.6M | $766.6M | $0 | 13 | 15 |
| Nov 2022 | $766.6M | $766.6M | $0 | 13 | 15 |
| Mar 2022 | $766.6M | $766.6M | $0 | 13 | 15 |
| Mar 2022 | $766.6M | $766.6M | $0 | 13 | 15 |
| Nov 2021 | $682.6M | $682.6M | $0 | 12 | 15 |
| Mar 2021 | $682.6M | $682.6M | $0 | 12 | 15 |
| Mar 2021 | $682.6M | $682.6M | $0 | 12 | 15 |
| Dec 2020 | $625.7M | $625.7M | $0 | 11 | 12 |
| Jun 2020 | $625.7M | $625.7M | $0 | 11 | 12 |
| Feb 2020 | $625.7M | $625.7M | $0 | 11 | 12 |
| Oct 2019 | $522.6M | $522.6M | $0 | 9 | 0 |
| Mar 2019 | $522.6M | $522.6M | $0 | 9 | 0 |
| Mar 2018 | $534.6M | $534.6M | $0 | 9 | 1 |
| Dec 2017 | $371.7M | $371.7M | $0 | 9 | 19 |
| May 2017 | $371.7M | $371.7M | $0 | 9 | 200 |
| Mar 2017 | $371.7M | $371.7M | $0 | 9 | 200 |
| Jan 2017 | $273.9M | $260.9M | $13M | 6 | 100 |
| Sep 2016 | $273.9M | $260.9M | $13M | 6 | 100 |
| Mar 2016 | $273.9M | $260.9M | $13M | 6 | 100 |
| Mar 2015 | $262.1M | $262.1M | $0 | 6 | 100 |
| Sep 2014 | $210.3M | $210.3M | $0 | 5 | 100 |
| Mar 2014 | $210.3M | $210.3M | $0 | 5 | 100 |
| Mar 2013 | $164.5M | $164.5M | $0 | 4 | 100 |
| Oct 2012 | $136.1M | $136.1M | $0 | 1 | 26 |
| Aug 2012 | $136.1M | $136.1M | $0 | 1 | 26 |
| Mar 2012 | $136.1M | $136.1M | $0 | 1 | 26 |
| Mar 2011 | $143.8M | $143.8M | $0 | 5 | -- |
| Apr 2010 | $106.1M | $106.1M | $0 | 5 | -- |
| Nov 2007 | $108.5M | $108.5M | $0 | 5 | -- |
| Mar 2007 | $108.5M | $108.5M | $0 | 5 | -- |
| Mar 2006 | $103.7M | $103.7M | $0 | 5 | -- |
DateOct 2025
Total AUM$894.8M
Discretionary$894.8M
Non-Disc.$0
Employees11
Clients13
DateOct 2025
Total AUM$894.8M
Discretionary$894.8M
Non-Disc.$0
Employees11
Clients13
DateMar 2025
Total AUM$894.8M
Discretionary$894.8M
Non-Disc.$0
Employees11
Clients13
DateMar 2024
Total AUM$783M
Discretionary$783M
Non-Disc.$0
Employees11
Clients20
DateMar 2024
Total AUM$783M
Discretionary$783M
Non-Disc.$0
Employees11
Clients20
DateAug 2023
Total AUM$656.4M
Discretionary$656.4M
Non-Disc.$0
Employees13
Clients20
DateAug 2023
Total AUM$656.4M
Discretionary$656.4M
Non-Disc.$0
Employees13
Clients20
DateMar 2023
Total AUM$656.4M
Discretionary$656.4M
Non-Disc.$0
Employees13
Clients20
DateMar 2023
Total AUM$656.4M
Discretionary$656.4M
Non-Disc.$0
Employees13
Clients20
DateDec 2022
Total AUM$766.6M
Discretionary$766.6M
Non-Disc.$0
Employees13
Clients15
DateNov 2022
Total AUM$766.6M
Discretionary$766.6M
Non-Disc.$0
Employees13
Clients15
DateMar 2022
Total AUM$766.6M
Discretionary$766.6M
Non-Disc.$0
Employees13
Clients15
DateMar 2022
Total AUM$766.6M
Discretionary$766.6M
Non-Disc.$0
Employees13
Clients15
DateNov 2021
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients15
DateMar 2021
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients15
DateMar 2021
Total AUM$682.6M
Discretionary$682.6M
Non-Disc.$0
Employees12
Clients15
DateDec 2020
Total AUM$625.7M
Discretionary$625.7M
Non-Disc.$0
Employees11
Clients12
DateJun 2020
Total AUM$625.7M
Discretionary$625.7M
Non-Disc.$0
Employees11
Clients12
DateFeb 2020
Total AUM$625.7M
Discretionary$625.7M
Non-Disc.$0
Employees11
Clients12
DateOct 2019
Total AUM$522.6M
Discretionary$522.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$522.6M
Discretionary$522.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$534.6M
Discretionary$534.6M
Non-Disc.$0
Employees9
Clients1
DateDec 2017
Total AUM$371.7M
Discretionary$371.7M
Non-Disc.$0
Employees9
Clients19
DateMay 2017
Total AUM$371.7M
Discretionary$371.7M
Non-Disc.$0
Employees9
Clients200
DateMar 2017
Total AUM$371.7M
Discretionary$371.7M
Non-Disc.$0
Employees9
Clients200
DateJan 2017
Total AUM$273.9M
Discretionary$260.9M
Non-Disc.$13M
Employees6
Clients100
DateSep 2016
Total AUM$273.9M
Discretionary$260.9M
Non-Disc.$13M
Employees6
Clients100
DateMar 2016
Total AUM$273.9M
Discretionary$260.9M
Non-Disc.$13M
Employees6
Clients100
DateMar 2015
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees6
Clients100
DateSep 2014
Total AUM$210.3M
Discretionary$210.3M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$210.3M
Discretionary$210.3M
Non-Disc.$0
Employees5
Clients100
DateMar 2013
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees4
Clients100
DateOct 2012
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees1
Clients26
DateAug 2012
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees5
Clients--