We are proud to announce that Chris Winters, TFO Wealth Partners’ Director of Retirement Plan Services, has been recognized as one of PLANADVISER’s 2025 Top Retirement Plan Advisers.
This annual recognition honors top retirement plan advisers across the country based on quantitative measures, including total assets under advisement (AUA) and the number of retirement plans served. We believe being named to this list reflects Chris’ dedication to delivering exceptional retirement plan guidance and support to employers and their employees.
At TFO, we are committed to helping families and businesses thrive by connecting wealth and purpose. Chris embodies this mission by consistently providing strategic, client-focused retirement solutions that create long-term value for organizations and their employees.
Please join us in congratulating Chris on this outstanding achievement!
Neither the firm nor its employees paid a fee for placement on PLANADVISER Top Retirement Plan Advisers List. The ranking was developed by PLANADVISER and the data provided was as of December 31, 2024. The ranking was released on March 21, 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.
The 2025 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2024. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91% – 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.
More information here: https://www.planadviser.com/awards/2025-top-retirement-plan-advisers/
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