TFO Wealth Partners is thrilled to have once again be named as one of the top RIA firms in the country by Forbes/Shook for 2024. It is always an honor to be recognized for the work we do towards our mission of helping families thrive by connecting their wealth and purpose. Congratulations to our team and all the other firms recognized on this list!
Important Disclosure:
Neither the firm nor its employees paid a fee for placement on Forbes Top RIA Firms 2024 List. The ranking was developed by Shook ® Research, LLC and the data provided was as of 3/31/24. The ranking was released on October 8th, 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.
312bWP – 2024.10
