TFO Wealth Partners is pleased to announce that two members of our leadership team have been recognized on AdvisorHub’s 1000 Advisors to Watch list, a national ranking of financial advisors across the country.
Jim Herrick, Vice President, has been named to the 250 Advisors to Watch Over $1B category, where he earned a ranking of #37 out of 250 advisors selected nationwide.
Brady Fineske, President, has been named to the 250 Advisors to Watch RIAs category, where he earned a ranking of #15 out of 250 advisors selected nationwide.
AdvisorHub’s 1000 Advisors to Watch list recognizes financial advisors based on scale and quality of practice, year-over-year growth, and overall professionalism. We are proud to have two members of our leadership team honored on this list.
We extend our sincere congratulations to Jim and Brady on this achievement.
See the full list of AdvisorHub’s Advisors to Watch in its RIA category: https://www.advisorhub.com/advisors-to-watch-ria-2026/
See the full list of AdvisorHub’s Advisors to Watch in its Over $1B category: https://www.advisorhub.com/advisors-to-watch-over-1b-2026/
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.
Neither the firm nor its employees paid a fee for placement on AdvisorHub’s 2026 Advisors to Watch List. The ranking was developed by AdvisorHub and the data provided was as of December 31, 2025. The ranking was released on June 16, 2026.
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.
548aWP – 2026.07
