TFO Family Office Partners

RIASEC Registered

Total AUM

$5B

Discretionary

$5B

100% of AUM

Avg account

$2.6M

Accounts

1,939

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 159440
Registered since: November 8, 2011
Website: tfofamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI98.43%
Charitable Organizations1.37%
Individuals0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

TFO Family Office Partners is an independent registered investment adviser organized as an LLC and operating since 2011. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator — sourcing and placing capital across third‑party managers as well as providing advisory services in-house. Fee arrangements include asset‑based fees alongside hourly and fixed‑fee engagements. Service lines emphasize wealth‑management and planning: financial planning, portfolio management for individuals, small businesses and institutions, selection of outside advisers, pension consulting support and educational workshops. The firm is not designated as an active ESG investor and is not classified as a multi‑state or newly formed adviser. Industry recognition includes placement on Financial Times’ Top 300 RIA Firms and a Top RIA Firms listing from FA Magazine, both in 2020.