FA Magazine’s RIA Survey and Rankings 2023 List

Methodology:
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Firms must have at least $500 million in assets under management as of December 31, 2022 to be included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million will be included the FA’s expanded 2023 online RIA survey.

Important Disclosure:
Neither the firm nor its employee paid a fee for placement on FA’s 2023 RIA Ranking list. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/22. The ranking was released in their July/August 2023 online edition.

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.

Please Note: *Discretionary and Non-Discretionary AUM can also be found on Form ADV. Limitations: No ranking or recognition should be construed as a current or past endorsement of TFO Wealth Partners or any of its advisers by any of its clients. Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should 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 is engaged, or continues to be engaged, to provide investment advisory services. Recognitions published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by applicants.  If you would like more information about this award or topic, please contact, Wealth Partners at 419.891.9999.

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