Our Firm named to Financial Planning’s 2022 RIA Leaders List

We are proud to have been recently named to FinancialPlanning’s RIA Leaders List for 2022, which is comprised of registered investment advisory firms that provide fee-only financial planning services and lists the largest companies based on their assets under management. We are honored by this recent recognition and believe it highlights our commitment to helping as many families as possible.

Important Disclosure:

TFO Phoenix, Inc. is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

The ranking data was compiled from advisors required SEC Form ADV filings in July 2022 using a six-part criteria: zero registered representatives of a broker-dealer, at least 50% of the firm’s clients must be individuals or high net worth individuals, must not list commissions as a compensation arrangement, must have more than zero financial planning clients, must not list commission-taking businesses in “other business activities”, and cannot be affiliated under common ownership with commission-taking businesses. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Past performance is not an indication of future results. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. This recognition does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. TFO Phoenix did not pay a fee to be included in this list announced October 3, 2022.


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