TFO Wealth Partners

RIASEC RegisteredEst. 2003

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 is an independent, SEC-registered registered investment adviser formed in 2003 and organized as an LLC. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its service mix includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of sub‑advisers. Fee arrangements cover percentage-of-AUM billing as well as hourly, fixed-fee, and other structures. The firm reports several industry affiliations, including connections to other investment advisers, a trust company, a law firm, an insurance company, and roles as sponsor/GP/managing member of pooled investment vehicles. TFO Wealth Partners was named to Forbes’ lists of Top RIA Firms in 2022 and 2024 and appeared on Forbes’ America's Top RIA Firms list in 2023.