2021 Financial Advisor RIA Survey Recognition for Clifford Sw

July 22, 2021
Clifford Swan

Clifford Swan has been recognized in the 2021 Financial Advisor RIA Survey, an annual ranking of independent advisory firms across the United States.

This year’s survey lists the firm as the 20th largest registered investment adviser in California.

The rankings are based on participating independent firms that satisfy Financial Advisor magazine’s eligibility criteria, including SEC registration and the delivery of investment advisory and financial planning services.