TFO Phoenix Once Again Named to Financial Advisor Magazine's RIA Survey and Rankings List

FA Mag Ranking List

We are proud to announce that TFO Phoenix has been named to Financial Advisor Magazine’s RIA Survey and Rankings List for 2022. This year, our firm ranked #2 in the state of Arizona.

Feel free to read the full article on FA Magazine’s website and gain access to the full list of firms named.

Important Disclosure:

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 advisors.

To be eligible for FA Magazine’s national ranking of registered investment advisors published in its July/August 2022 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 $500 million in assets under management. This ranking does not apply to hybrid or corporate registered investment advisors or investment advisor representatives (IARs). The firms provided company data pursuant to submission guidelines as of Dec. 31, 2021. According to FA Magazine, 534 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.

362-2022-08

Damon Miller Once Again Named a Barron’s Top Advisor by State

We are delighted to let you know that for the second consecutive year, Damon Miller has been named to the Top Advisor Ranking By State list by Barron’s. We love when our people are recognized and we believe it is directly connected to the expertise, hard work, and dedication they show each day in helping our client families connect their wealth and purpose.

We are grateful to have a colleague like Damon on our team. Congrats Damon!

 

To see the full rankings, click below:

BARRON’S 2022 ADVISOR RANKINGS BY STATE

Important Disclosures:

The rankings are based on data provided by around 6,000 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. Neither TFO Phoenix nor its employee pays a fee to Barron’s in exchange for inclusion in the ranking of Barron’s 2022 Top Advisor Rankings by State.

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.

293-2022-03

TFO Phoenix Named As One Of The "Best Places To Work" For Eighth 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 eighth consecutive year! 

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.

236-2021-12

Jacquie Weflen Named to Forbes' List of America's Top Women Wealth Advisors

We are excited to share the news that Jacquie Weflen, Family Wealth Strategist, has been named to Forbes’ list of America’s Top Women Wealth Advisors. Recognized for offering exemplary services in a year of unprecedented challenges, Jacquie ranked fourth on the list of Arizona advisors. Jacquie’s honor is a testament to the hard work and dedication she displays each and every day.

To see the full rankings, click below:
CLICK HERE TO VIEW FORBES’ LIST OF AMERICA’S TOP WOMEN WEALTH ADVISORS

Important Disclosures:

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.

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. The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so SHOOKs can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Damon Miller Named A Barron's Top Advisor By State

We are proud to announce that Damon Miller, Family Wealth Strategist, has been named to Barron’s 2021 Top Advisor Rankings by State list. We congratulate Damon on this well-deserved honor!

To see the full rankings, click below:
BARRON’S 2021 ADVISOR RANKINGS BY STATE

Important Disclosures:

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. Neither TFO Phoenix nor its employee pays a fee to Barron’s in exchange for inclusion in the ranking of Barron’s 2021 Top Advisor Rankings by State.

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.

Scott Horn has been named to Forbes’ Best-in-State Wealth Advisors list for 2021

TFO Phoenix President Scott Horn has been named to Forbes’ Best-in-State Wealth Advisors list for 2021. Scott was named third on the list of Arizona advisors. Congratulations Scott and thank you to our entire team for their hard work and dedication in taking care of the families we serve!

To see the full rankings, click below:

CLICK HERE TO READ THE FULL ARTICLE

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.

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. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither TFO Phoenix nor its employees pay a fee to Forbes/SHOOK in exchange for inclusion in the ranking of Forbes/SHOOK Best-In-State Wealth Advisors.

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