July 28, 2023
Clifford Swan is honored to be recognized by Financial Advisor Magazine in its annual ranking of independent advisory firms around the country.
Financial Advisor Magazine is a publication targeted at financial professionals that aims to deliver essential market information and strategies to help advisors better serve their clients and grow their firms. RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV with the SEC, and provide financial planning and related services to individual clients.
View the list: Financial Advisor's 2023 Annual RIA Ranking
Read more about the methodology here.
