Clifford Swan Recognized in 2022 Financial Advisor Survey
July 25, 2022
In its sixteenth annual RIA ranking, Financial Advisor magazine again recognized Clifford Swan among the country’s leading independent advisory firms.
The 2022 results place the firm as the 15th largest registered investment adviser in California, reflecting another year of consistent growth and client trust.
The survey is open to qualifying independent RIAs that file directly with the SEC and provide investment advisory and financial planning services.
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