Clifford Swan Earns 2020 Financial Advisor Recognition
August 5, 2020
Clifford Swan was once again included in Financial Advisor magazine’s annual RIA survey, moving to the 16th largest independent registered investment adviser in California. The recognition highlights the firm’s ongoing growth while maintaining its disciplined, client-focused investment approach.
The survey includes independent firms that meet Financial Advisor‘s eligibility requirements, including SEC registration and the delivery of investment advisory and financial planning services.
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