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

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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