Our Firm Has Once Again Been Named to FA Magazine’s RIA Survey and Ranking’s 2023 List

We are excited to announce we have once again been named to FA Magazine’s RIA Survey and Rankings List. Our firm was ranked second among Arizona registered investment advisory firms. Congratulations team!

Important Disclosure(s): Neither TFO Phoenix nor its employee paid a fee for placement on FA’s 2023 RIA Ranking list. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/22. The ranking was released in their July/August 2023 online edition. FA’s RIA survey is a ranking based on assets under management at year end of independent Registered Investment Adviser firms that file their own ADV with the SEC. Firms must have at least $500 million in assets under management as of December 31, 2022 to be included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million will be included the FA’s expanded 2023 online RIA survey.

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