The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

58. Clifford Swan Investment Counselors

Clifford Swan Investment Counselors advises individuals, families and mid-size institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, the company employs a disciplined, long-term approach toward investment management.

Total AUM: $2.77B+

Years in Business: 104

Accounts Under Management: 750 clients


Peter Boyle, President

Linda Davis Taylor, Chairman and CEO


177 E. Colorado Boulevard, Suite 550, Pasadena, CA 91105

(626) 792-2228