Financial Adviser Magazine Names TFO Phoenix to its RIA Survey & Ranking 2020 List

We are excited to announce that TFO Phoenix was recently named to Financial Advisor Magazine’s RIA Survey & Ranking 2020 list. TFO ranked #112 of the 551 firms named, and ranked #1 of Arizona-based firms recognized. Exciting recognition for our team!

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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. This recognition does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither TFO Phoenix nor its employees pay a fee to Financial Advisor (FA) Magazine in exchange for inclusion in the FA Magazine’s national ranking of registered investment adviser.

To be eligible for FA Magazine’s national ranking of registered investment advisors published in its August 2020 issue, firms must be registered investment advisors, file their own ADV statement with the SEC, provide financial planning and related services to individual clients and have at least $400 million in assets under management. This ranking does not apply to hybrid or corporate registered investment advisors. The firms provided company data pursuant to submission guidelines as of Dec. 31, 2019. According to FA Magazine, 551 firms were ranked and are listed by assets under management. FA magazine independently sets its criteria and TFO Phoenix has no influence on the criteria or the ranking.

For second straight year, TFO earns spot on the 2020 RIA Channel Top 100 Wealth Managers List

As of August 2020, the TFO Phoenix team was recognized by being listed on the 2020 RIA Channel Top 100 Wealth Managers List. This is the second consecutive year TFO has earned this distinction. Congratulations team!

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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. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the Registered Investment Adviser firm nor their employees pay a fee to RIA Channel in exchange for inclusion in the Top 100 Wealth Managers ranking.

The 2020 RIA Channel Top 100 Wealth Manager ranking was based on both size and growth in assets as of June 30, 2020, as reported to the Securities and Exchange Commission (SEC). TFO Phoenix last reported to the SEC assets under management of $ 3,409,656,848 as of December 31, 2019. Firms were identified and ranked using proprietary quantitative and qualitative methodologies. RIA Database (RIADatabase.com) was used for regulatory data, organic research, and advisor surveys.

TFO Phoenix Once Again Named to the Financial Times 300 Top Registered Investment Advisers

August 3, 2020 – TFO Phoenix has once again been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. This is the third consecutive year TFO has been named to this list which recognizes top independent Registered Investment Adviser firms from around the country. TFO Phoenix was only one of three Arizona-based Registered Investment Advisory firms 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 and Ignites Research, the FT’s sister company, invited qualifying Registered Investment Advisers (more than 2,000) to complete a lengthy application that provided more information about their firm. Some 760 Registered Investment Advisers applied and 300 made the final list. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from Registered Investment Adviser 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 Registered Investment Adviser firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Scott Horn Once Again Named a Top 5 Arizona Advisor by Barron’s Magazine

TFO Phoenix President Scott Horn has once again been named among the top 5 advisors in Arizona by Barron’s Magazine’s 2020 Top Advisor Rankings by State. Check out the full list of rankings.

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The rankings are based on data provided by around 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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.

TFO Phoenix Named to 2019 Top 100 Wealth Managers by RIA Channel

December 16, 2019 – TFO Phoenix is excited to announce it has been named as one of 2019’s Top 100 Wealth Managers by RIA Channel. Thank you to our clients and employees for making this recognition possible.

Click here to learn more.

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 2019 Top RIA Wealth Manager Ranking was based on size and growth criteria. Firms were identified and ranked using proprietary quantitative and qualitative methodologies. RIA Database reported the assets under management (AUM) as reported to the SEC as of November 15, 2019. The AUM of $2,771,245,905 for TFO Phoenix was reported to the SEC as of December 31, 2018.

2019 "Best Places to Work" - Sixth 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 sixth 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®.

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