Assets Under Management
$1.7B
Number of Clients
42,440
Number of Advisors
1031
Average Client AUM
$41K
AUM per Advisor
$1.7M
Compensation
Fee-Only (AUM)
TFA offers access to third-party money managers, wrap fee programs, risk-based allocations, and a digital advice program. Advisors collect financial information to determine client needs and objectives, then provide investment recommendations. TFA also acts as a broker-dealer.
Two Liberty Place, 50 South 16th Street, Suite 3700, Philadelphia, PA, 19102