TFO Phoenix Named to 2019 Financial Times 300 Top Registered Investment Advisers

June 27, 2019 – TFO Phoenix is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. This is the second consecutive year TFO has been named to this list which recognizes top independent RIA firms from across the U.S. TFO Phoenix was one of only six Arizona-based advisors to receive this recognition.

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Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. 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. Investment performance is not an explicit criterion, because clients’ investment goals differ.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

2018 "Best Places To Work" - Fifth Consecutive Year

TFO Phoenix is excited to announce that we have been recognized as one of the “Best Places to Work” by the Phoenix Business Journal for the fifth consecutive year! TFO Phoenix was one of only a handful of companies in the wealth management industry to be named to the list.

We are honored to be recognized once again for our commitment to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients in Connecting Wealth and Purpose®.

Two TFO Phoenix Advisors Named Top Young CPAs in Financial Planning

We are excited to announce that Chris Hess and Mason Longstreth, two of TFO’s Senior Wealth Advisors, were recently honored with the American Institute of CPAs (AICPA’s ) Standing Ovation Program* as top CPAs who are age 40 or younger in Personal Financial Planning. This year’s award was bestowed on only 17 professionals nationwide.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. 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. Generally, rankings are based on information prepared and submitted by the adviser.

*The Standing Ovation program recognizes young CPAs who exhibit outstanding professional achievement in specialization areas. In addition to making a notable contribution to the profession, nomination requirements for the Standing Ovation recognition in the personal financial planning area include maintaining an active CPA license, being an AICPA member in good standing and holding the Personal Financial Specialist (PFS) credential. Nominees must also be 40 years old or younger.

TFO Phoenix Named to the 2018 "300 Top Registered Investment Advisors” by The Financial Times

TFO Phoenix has been named to the 2018 Top 300 Registered Investment Advisors by The Financial Times. This award was based on six factors evaluated by The Financial Times including firm-wide growth, compliance records and advanced industry credentials of the firm’s advisors*. TFO Phoenix was one of only four Arizona-based advisors to receive this award.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. 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. Investment performance is not an explicit criterion, because clients’ investment goals differ.

*The Financial Times’ (FT) methodology is quantifiable and objective. The Registered Investment Advisers have no subjective input. The FT invites qualifying companies – more than 2,000 – to complete a lengthy application providing more information about them. Some 760 companies applied and 300 made the final list. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each company. Areas of consideration include adviser Assets Under Management, asset growth, the company’s age, industry certifications of key employees, Securities and Exchange Commission compliance record and online accessibility. More information can be found at https://www.ft.com/content/a31e1e08-4d54-11e8-97e4-13afc22d86d4.

SCOTT HORN NAMED THE TOP ARIZONA ADVISOR BY BARRON’S MAGAZINE

For the first time, our president Scott Horn has been named as the highest ranking financial advisor in Arizona by Barron’s Magazine. This is the fourth consecutive year he has been ranked in the top 5 advisors in Arizona.


To see the full rankings, click below:

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Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Rankings are based on data provided by over 4,000 advisors. Factors included in the rankings: assets under management as of 09/30/17, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. TFO Phoenix reported $2,405,430,221 assets under management as of 12/31/17, and that the Firm served 102 high-net-worth client families, and not “150 ultrahigh-net-worth families” as indicated in the Barron’s write-up. Also, as of March 14, 2018 the Firm had 33 employees.

2017 "Best Places To Work" - Fourth Consecutive Year

TFO Phoenix is excited to announce that we have been recognized as one of the “Best Places to Work” by the Phoenix Business Journal for the fourth consecutive year! TFO Phoenix was one of only a handful of companies in the wealth management industry to be named to the list.

We are honored to be recognized once again for our commitment to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.

TFO Phoenix, Inc. is registered as an investment advisor 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 advisor has attained a particular level of skill or ability.

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