The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

69. TFC Financial Management

TFC Financial Management, based in Boston, MA, is ranked No. 69 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1.3B

Years in Business: 41

Accounts Under Management: 1,300

Previous appearances on FA 100 List: 0


Renée Kwok, President & Chief Executive Officer

Daniel Kern, Chief Investment Officer


260 Franklin Street, Suite 1888, Boston, MA 02110

(617) 210-6700