Clifford Swan Named to Financial Advisor Magazine’s 2025 RIA Ranking
Clifford Swan has been recognized as the 17th largest RIA in California in Financial Advisor Magazine’s fourteenth annual ranking of independent advisory firms nationwide.
This recognition reflects our continued growth and commitment to providing comprehensive wealth management services to our clients. The ranking order is based on assets under management.
We are honored by this recognition, which reflects the trust our clients place in us and our team’s dedication to helping families and institutions achieve their financial goals.
The annual ranking evaluates independent advisory firms across the country, providing insight into the RIA landscape and industry trends.
View the complete list: Financial Advisor’s 2025 Annual RIA Ranking
Read more about the methodology here.
