TFO Wealth Partners has once again been named as one of America’s top Registered Investment Advisory Firms by Financial Advisor Magazine in their 2024 RIA Survey and Rankings List. This is the seventh consecutive year our firm has been named to this list, which we believe is a direct result of the hard work of our dedicated team in helping families thrive by connecting their wealth and purpose.
Important Disclosure:
Neither the firm nor its employees paid a fee for placement on FA’s 2024 RIA Ranking list. The ranking was developed by Financial Advisor, and the data provided was as of 12/31/23. The ranking was released on July 12, 2024.
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 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, TFO Wealth Partners at 419.891.9999.
274aWP – 2024.07
