Clifford Swan Investment Counselors was named to Financial Planning magazine's January 2017 ranking of the Top 150 RIA Firms. Clifford Swan was ranked number 41 based on assets under management. To be considered for the ranking, firms must be an independent, fee-only RIA. To capture firms that provide holistic financial advice to individuals, only firms with more than 50% individual clients, as indicated on Form ADVs, were included. Firms affiliated with broker-dealers and insurance companies, or with substantial outside ownership stakes held by private equity firms were excluded from the ranking.
