WAYLAND, Mass.–(BUSINESS WIRE)–The Clifford Group is honored to once again be named to AdvisorHub’s prestigious list of the 250 RIAs to Watch. This recognition highlights the firm’s ongoing dedication to client-first service, forward-thinking strategies, and a relentless pursuit of excellence in every aspect of their work.
The AdvisorHub 250 RIAs to Watch list celebrates leading firms that embody integrity, deliver strong outcomes, and embrace innovation in today’s ever-evolving financial landscape. The Clifford Group’s continued inclusion reflects the team’s steadfast commitment to providing personalized, purposeful, and strategic guidance to its clients.
Gregory Clifford, Founder & CEO, shared:
“We’re truly grateful to be recognized by AdvisorHub for the second year in a row,” said Clifford. “This award is a testament to the hard work and dedication of our team, and to the trust our clients place in us every day. It reaffirms our commitment to evolve with our clients’ needs, while staying grounded in the values that define who we are.”
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.
For more information, please visit The Clifford Group’s website:
https://www.thecliffordgrp.com/
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 our website at www.thecliffordgrp.com.
The 2025 AdvisorHub 250 Advisors to Watch RIA ranking was created to recognize excellence in all types of practices and advisors. AdvisorHub received nominations from 1,984 firms and advisors. Nominees were required to have a minimum of seven years experience, at least $150m in AUM, 2 years at current firm and in good standing, and a clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: Relative size of assets, production and quality of service; GROWTH: Relative year-over-year change in assets, clients and production; PROFESSIONALISM: Regulatory record, community involvement, mentorship and team makeup. Data collected is from 12/31/2023 to 12/31/2024. Award is valid from June 2025 – 2026. Participation in the ranking is open to any firm or advisor and there are no fees for participation.
Contacts
Brenna Edward
brenna.edward@thecliffordgrp.com
The Clifford Group
321 Commonwealth Road, Suite 103
Wayland, MA 01778
