Clifford Swan Named to Financial Planning Magazine’s 2025 RIA Ranking
December 10, 2025
Clifford Swan has been recognized as one of the largest independent advisory firms in the nation in Financial Planning magazine’s annual ranking of RIAs.
The ranking highlights the top 150 fee-only registered investment advisors that provide comprehensive financial planning services, listed by assets under management.
We appreciate this recognition and remain committed to serving our clients’ wealth management needs.
View the complete list: Financial Planning’s RIA Leaders 2025: Top 150 Fee-Only RIA Firms
Read more about the methodology here.
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