We’re excited to share that TFO Family Office Partners has been included in the 2026 Financial Advisor Magazine RIA Survey and Rankings List. This list highlights independent registered investment advisory firms across the country based on year-end assets under management (AUM).
The annual RIA survey is compiled using self-reported data from firms that voluntarily participate and file their own Form ADV with the SEC. Rankings are determined by AUM and are organized from largest to smallest.
Important Disclosure
Neither TFO Family Office Partners nor its employees paid a fee for inclusion in FA Magazine’s 2026 RIA Ranking. Rankings were based on assets under management as of 12/31/2025, reported by eligible firms that voluntarily submitted FA’s survey. Eligible firms must be independent SEC-registered investment advisers that file their own Form ADV and provide financial planning and related services to individual clients. The ranking was published on 07/10/2026.
