TFO Family Office Partners has once again earned recognition on Financial Advisor Magazine’s RIA Survey and Rankings List as one of the top RIAs in the country. Additionally, the firm achieved the distinction of being ranked second among registered investment advisory firms in Arizona.
Financial Advisor Magazine’s RIA survey ranks independent RIA firms based on their year-end assets under management. The firms included in the ranking file their own ADV with the SEC. The list is organized from largest to smallest, relying on information provided by firms that choose to participate in the survey.
About TFO Family Office Partners:
TFO Family Office Partners is a nationally recognized wealth management firm based in Phoenix, AZ, specializing in helping families nationwide thrive by Connecting Wealth and Purpose®. Our experienced team offers comprehensive services, including investment advisory, estate planning, wealth planning, accounting and bill pay, family life skills, tax consulting and compliance, philanthropic planning, and family governance. For more information, visit www.tfofamilyoffice.com.
Important Disclosures:
Neither TFO Family Office Partners nor its employees paid a fee for placement on FA’s 2024 RIA Ranking List. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/23. The ranking was released in their July 2024 online edition.
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