The TDC Investment Advisory team was recently recognized by being listed on the 2020 Top 100 Wealth Managers List by RIA Channel. Thanks to our team for making this recognition possible.
Important Disclosures: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Investment performance is not an explicit criterion, because clients’ investment goals differ.
The 2020 Top RIA Wealth Manager Ranking was based on size and growth criteria. Firms were identified and ranked using proprietary quantitative and qualitative methodologies. RIA Database reported the assets under management (AUM) as reported to the SEC as of June 30, 2020. The AUM of $2,546,341,376 for TDC Investment Advisory was reported to the SEC as of December 31, 2019.