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:


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.

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.