The Clifford Group Ranked as one of AdvisorHub Top 200 RIAs to Watch in 2024
27 June 2024 - 10:42PM
Business Wire
The Clifford Group is thrilled to announce that they have been
recognized with the esteemed AdvisorHub Award: 200 RIAs to
Watch. This accolade is a testament to the company’s commitment
to excellence, innovation, and unwavering dedication to our
clients.
The AdvisorHub Awards, are a highly respected honor within the
financial services industry. They recognize firms and leaders that
demonstrate outstanding performance, exemplary client service, and
commitment to ethical practices. The Clifford Group has been
selected for this award based on their impressive track record of
delivering superior financial advice and innovative approach to
wealth management.
Quote from CEO: “We are incredibly honored to receive the
AdvisorHub Award,” said Gregory Clifford, CEO of The Clifford
Group. “This recognition reflects the hard work and dedication of
our entire team, who are committed to providing our clients with
the highest level of service and expertise. It also highlights our
continuous efforts to innovate and adapt in an ever-changing
financial setting.”
About The Clifford Group: Founded in 2020, The Clifford Group
has established itself as a leader in the financial advisory
industry. With a client-centric approach, we offer a wide range of
services including investment management, financial planning,
retirement solutions, and more. Our team of experienced advisors is
dedicated to helping clients achieve their financial goals and
secure their financial future.
About AdvisorHub: AdvisorHub is a leading resource for wealth
management professionals, providing news, analysis, and commentary
on the financial services industry. The AdvisorHub Awards recognize
excellence among firms and individuals who have made significant
contributions to the industry.
Important Information:
The Clifford Group LLC (“The Clifford Group”) is a registered
investment advisor. Advisory services are only offered to clients
or prospective clients where The Clifford Group and its
representatives are properly licensed or exempt from licensure.
For additional information, please visit The Clifford Group
website at www.thecliffordgrp.com.
The 2024 AdvisorHub “200 RIAs to Watch” award was announced in
June 2024. AdvisorHub received nominations from 339 firms for the
award. Methodology: Nominees are required to have a minimum of
seven years experience, $150m minimum AUM, and a clean regulatory
record. Advisors are ranked on the 1) SCALE: size and makeup of
their practice; 2) GROWTH: year-over-year growth; 3) and
PROFESSIONALISM: certification, regulatory record, team makeup.
Participation in this ranking is open to any firm or advisor and
there are no fees for participation. All data is from 12/31/2022
and 12/31/2023. The award is valid 6/13/24 to 6/12/2025.
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Brenna Edward Executive Assistant The Clifford Group
617-952-0620 Brenna.Edward@thecliffordgrp.com
https://www.thecliffordgrp.com/ The Clifford Group 321 Commonwealth
Road, Suite 103 Wayland, MA 01778