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.
Neither TFO Family Office Partners nor its employee paid a fee for placement on Forbes/SHOOK Best-in-State Wealth Advisors List. The ranking was developed by SHOOK® Research, LLC and the data provided was as of 06/30/2023. The ranking was released on 04/03/2024.
Neither TFO Family Office Partners nor its employee paid a fee for placement on Forbes/SHOOK Top Women Wealth Advisors Best-in-State List. Ranking was developed by SHOOK® Research, LLC and data provided was as of 9/30/23. The ranking was released on February 8, 2024.
Neither TFO Phoenix nor its employees 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.
Neither TFO Family Office Partners nor its employee paid a fee for placement on Forbes/SHOOK Best-in-State Wealth Advisors List. The ranking was developed by SHOOK® Research, LLC and the data provided was as of 6/30/22. The ranking was released on April 4, 2023.
Neither TFO Phoenix nor its employee paid a fee for placement on Forbes/SHOOK Top Women Wealth Advisors Best-in-State List. Ranking was developed by SHOOK® Research, LLC and data provided was as of 9/30/22. The ranking was released on February 2, 2023.
Neither TFO Family Office Partners nor its employee paid a fee to be included in this list announced October 3, 2022. The ranking was developed by Financial Planning and data was compiled from advisors required SEC Form ADV filings in July 2022.
TFO Family Office Partners pays a membership fee to The Family Wealth Alliance. Neither TFO nor the nominee paid a fee for inclusion to the 2022 Family Wealth Alliance Top Young Professionals Award given October 18, 2022. In order to be nominated a candidate must be an established professional leader with a strong record of innovation, outstanding performance, under the age of 40 as of 01/01/22, employed at an established family wealth practice, and the nomination must have been submitted by 5 p.m. ET on 05/06/22.
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