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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-26-2003
- Office Locations
- 2
Office Locations
About Pathway Financial Advisors, LLC
Pathway Financial Advisors is a fee-only fiduciary RIA providing holistic financial planning built around its Guided Discovery process—helping individuals and families clarify values, model scenarios, and implement plans proactively. Investment work emphasizes diversified asset allocation using ETFs and mutual funds, with fixed-income and ESG/SRI considerations where appropriate. Custody commonly at Schwab or Fidelity; the firm limits client relationships to stay high-touch.
Reported data analysis
What the numbers show
Between October 6, 2025 and July 31, 2026, reported AUM increased 84.3%, from $894.8M to $1.6B.
Across 5 reported observations, AUM increased 115.1% between December 9, 2022 and July 31, 2026, from $766.6M to $1.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 259 clients, or 37 clients per representative. That equates to $6.4M in reported AUM per client.
The profile lists 2 reported office locations and 22 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pathway Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SCOTT ANTHONY BEAUDIN
Financial Planner, Founder
- CRD
- #4694627
- Ownership
- 75% or more
JONATHAN JENNESS SMITH
Lead Financial Planner, Partner
- CRD
- #3128341
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DARREN JAMES BECK
Financial Planner
- CRD
- #2913386
Mary Beth Brigham
Financial Planner
- CRD
- #6580834
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,649,189,273 | $1,437,828 |
| Non-Discretionary | $0 | -- |
| Total | $1,649,189,273 | $1,437,828 |
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Separately Managed Accounts
SMA allocation detail is available
Pathway Financial Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pathway Financial Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.