August 5, 2020

Financial Advisor magazine recognizes Clifford Swan in their annual ranking of independent advisory firms, ranking Clifford Swan as the 16th largest RIA in California. 

RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. 

RIA Ranking & Survey 2020

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