TFO Wealth Partners

RIASEC Registered

Total AUM

$5.7B

Discretionary

$5.6B

99% of AUM

Avg account

$1.1M

Accounts

5,341

Employees

Advisory reps

Firm details

Headquarters: Maumee, Ohio
CRD number: 124407
Registered since: May 28, 2003
Website: tfowealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI82.69%
Pension & Profit Sharing Plans7.83%
Individuals4.76%
Charitable Organizations3.16%
Corporations / Businesses1.56%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

TFO Wealth Partners, LLC is an independent registered investment adviser that has been SEC-registered since 2003. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering a mix of fee arrangements including percentage-of-AUM, hourly and fixed-fee engagements. Core advisory activities listed by the firm include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting and the selection of other advisers. The firm maintains a range of industry relationships — including connections with trust companies, law firms and insurance companies — and can act as sponsor, general partner or managing member of pooled investment vehicles. TFO Wealth Partners was recognized by Forbes among top RIA firms in 2022, 2023 and 2024.