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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

Principals:

Peter Boyle, President

Linda Davis Taylor, Chairman and CEO

Contact:

www.cliffordswan.com

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

(626) 792-2228