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!

View the rankings list 

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.