We are excited to announce that TDC Investment Advisory was recently named to Financial Advisor Magazine’s RIA Survey and Ranking 2021 list. TDC ranked #154 of the 607 firms named, and ranked 11th in the state of Ohio. Exciting recognition for our amazing team!
Read the article on FA Magazine and gain access to the 2021 RIA Ranking List: https://www.fa-mag.com/news/the-future-is-now-63028.html
Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if TFO-TDC, LLC (“TFO-TDC”) is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of TFO-TDC or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, users should note that past results are not indicative of future results.
Please Note: FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2020 to be included in the print edition of Financial Advisor magazine’s 2021 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey.