The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

59. TFC Financial Management

CNBC.com staff@CNBC
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TFC Financial Management, based in Boston, Massachusetts, is ranked No. 59 on the 2024 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2022 FA 100 list.

Total AUM: $1.5B

Years in Business: 44

Accounts Under Management: 1,500

Previous appearances on FA 100 List: 2 (No. 11 in 2022)

Principals:

Renée Kwok, President & Chief Executive Officer

Leann Sullivan, Senior Vice President

Michael Meehan, Senior Vice President

Contact:

tfcfinancial.com

260 Franklin Street, Suite 1888, Boston, MA 02110

(617) 210-6700

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