Clifford Ranked as AdvisorHub 50 NextGen Advisors to Watch

WAYLAND, Mass.–(BUSINESS WIRE)–The Clifford Group, LLC (“The Clifford Group”), a leading independent financial planning and investment advisory firm, is pleased to announce its CEO, Gregory Clifford, has been ranked in Advisor Hub’s just-released Advisors to Watch rankings. Greg was recognized as one of the top 50 advisors in the United States in the 2023 AdvisorHub 50 NextGen Advisors to Watch. AdvisorHub ranks nominees based on the size, quality, and growth of their practice, as well as their character and professionalism. Greg is ranked as the #1 advisor in the state of Massachusetts.

“I am honored to be included in such an elite group, but the credit goes to our team and the wonderful clients that we serve,” Gregory Clifford, Founder & CEO stated. Per Clifford, “This recognition is especially significant to me because of its emphasis on quality. We pride ourselves on our dedication to the families we advise – and aligning our efforts to their dreams – this is evidence of that.”

The company has created a comprehensive wealth management offering, providing access to a broad range of expertise. To learn more about what it means to be a client of The Clifford Group, please visit: or call 617-600-2083.

About the Clifford Group:

The Clifford Group is an independent wealth management firm providing comprehensive investment management and family office services. Dedicated to helping individuals and their families across the nation to manage the many details of their wealth— TCG delivers experience that goes far beyond standard investment counseling and financial planning. As a fiduciary, The Clifford Group offers objective advice and works in the best interest of its clients. A solutions-oriented, team approach that is committed to integrating and implementing customized solutions for all clients’ needs. The Clifford Group has built trusted, long-term relationships and provides the resources necessary to navigate an increasingly complex world.

Important Disclosures

The 2023 AdvisorHub “Advisors to Watch” award was announced in June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.


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