July 22, 2021
Financial Advisor magazine recognizes Clifford Swan in their fifteenth annual ranking of independent advisory firms around the country, ranking Clifford Swan as the 20th 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 2021