Clifford Swan has been recognized as the 16th largest RIA in California in Financial Advisor Magazine’s fifteenth annual ranking of independent advisory firms nationwide.
This recognition reflects our continued growth and commitment to providing comprehensive wealth management services to our clients. We are honored by this achievement, which speaks to 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 and provides insight into the RIA landscape and industry trends. The ranking order is based on assets under management.
View the complete list: Financial Advisor’s 2026 Annual RIA Ranking
Read more about the methodology here.
