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TFO Named to Financial Planning’s 2025 RIA Leaders List

We’re pleased to share that TFO Family Office Partners is included in the 2025 Financial Advisor Magazine RIA Survey and Rankings List. The list highlights independent registered investment advisory firms across the country, based on year-end assets under management.

TFO was also ranked as the second-largest participating registered investment advisor headquartered in Arizona.

The annual 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 placement on FA’s 2025 RIA Ranking List. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/24. The ranking was released on their website on 07/11/2025.

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