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Awards and Recognitions

TFO Wealth Partners Once Again Named One of America’s Top RIA Firms by Forbes/Shook

TFO Wealth Partners is thrilled to having been named once again as one of America’s Top RIA Firms by Forbes/Shook for 2025. We congratulate our team who help make these accolades possible and to all of the others firms named to this year’s list.

View the Forbes/Shook List of 2025 Top RIA Firms

Important Disclosure:

Neither the firm nor its employees paid a fee for placement on Forbes Top RIA Firms 2025 List. The ranking was developed by Shook ® Research, LLC and the data provided was as of March 31, 2025. The ranking was released on October 1st, 2025.

Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if TFO Wealth Partners, LLC is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of TFO Wealth Partners or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, users should note that past results are not indicative of future results.

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. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.

441bWP – 2025.10

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