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