TFO WEALTH PARTNERS

RIASEC RegisteredEst. 2003

Total AUM

$5.7B

Discretionary

$5.6B

99% of AUM

Avg account

$1.1M

Accounts

5,341

Employees

Advisory reps

Firm details

Headquarters: MAUMEE, Ohio
CRD number: 124407
Registered since: May 28, 2003
Website: tfowealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI82.69%
Pension & Profit Sharing Plans7.83%
Individuals4.76%
Charitable Organizations3.16%
Corporations / Businesses1.56%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

TFO Wealth Partners LLC is an independent, SEC-registered investment adviser (registered in 2003) that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers a mix of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Its fee arrangements include percentage-of-AUM models as well as hourly and fixed-fee engagements. The firm has a range of industry affiliations that extend beyond pure advisory work — it is connected with trust companies, law firms, insurance companies and also acts as a sponsor/GP or managing member of pooled investment vehicles. TFO Wealth Partners was recognized on Forbes’ Top RIA Firms lists in 2022, 2023 and 2024. The firm is not described as an active ESG investor.