TFC FINANCIAL MANAGEMENT, INC.
Legal name: TFC FINANCIAL MANAGEMENT INC
CRD #105062 SEC #801-17784 BOSTON, MA 617-210-6700
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
23
Clients
25
Accounts
1,535
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.5B | $1.5B | $0 | 23 | 12 |
| Jun 2025 | $1.5B | $1.5B | $0 | 23 | 12 |
| Mar 2025 | $1.5B | $1.5B | $0 | 23 | 12 |
| Apr 2024 | $1.4B | $1.4B | $0 | 23 | 9 |
| Feb 2024 | $1.4B | $1.4B | $0 | 23 | 9 |
| Jul 2023 | $1.2B | $1.2B | $0 | 20 | 9 |
| Mar 2023 | $1.2B | $1.2B | $0 | 20 | 9 |
| Mar 2022 | $1.4B | $1.4B | $0 | 19 | 8 |
| Aug 2021 | $1.2B | $1.2B | $6M | 20 | 7 |
| Mar 2021 | $1.2B | $1.2B | $6M | 20 | 7 |
| Nov 2020 | $1.1B | $1.1B | $2.1M | 19 | 6 |
| Jul 2020 | $1.1B | $1.1B | $2.1M | 19 | 6 |
| Jun 2020 | $1.1B | $1.1B | $2.1M | 19 | 6 |
| Mar 2020 | $1.1B | $1.1B | $2.1M | 19 | 6 |
| May 2019 | $904.4M | $902.5M | $1.9M | 17 | 8 |
| Apr 2019 | $904.4M | $902.5M | $1.9M | 17 | 8 |
| Mar 2019 | $904.4M | $902.5M | $1.9M | 17 | 8 |
| Jun 2018 | $957.6M | $955.5M | $2.1M | 17 | 7 |
| Mar 2018 | $957.6M | $955.5M | $2.1M | 17 | 7 |
| Mar 2017 | $850.8M | $849M | $1.8M | 17 | 300 |
| Mar 2017 | $850.8M | $849M | $1.8M | 17 | 300 |
| Sep 2016 | $787.9M | $786.2M | $1.7M | 17 | 300 |
| Mar 2016 | $787.9M | $786.2M | $1.7M | 17 | 300 |
| Sep 2015 | $840.4M | $838.5M | $1.8M | 15 | 300 |
| Mar 2015 | $840.4M | $838.5M | $1.8M | 15 | 300 |
| Sep 2014 | $807.8M | $805.9M | $2M | 14 | 300 |
| Jun 2014 | $807.8M | $805.9M | $2M | 14 | 300 |
| May 2014 | $807.8M | $805.9M | $2M | 14 | 300 |
| Apr 2014 | $807.8M | $805.9M | $2M | 14 | 300 |
| Mar 2014 | $807.8M | $805.9M | $2M | 14 | 300 |
| Feb 2014 | $724M | $703.4M | $20.6M | 14 | 300 |
| Apr 2013 | $724M | $703.4M | $20.6M | 14 | 230 |
| Jul 2012 | $726.3M | $677.6M | $48.7M | 11 | 230 |
| Mar 2012 | $726.3M | $677.6M | $48.7M | 11 | 230 |
| May 2011 | $651.3M | $631.4M | $20M | -- | -- |
| Mar 2011 | $651.3M | $631.4M | $20M | -- | -- |
| Feb 2008 | $585.1M | $536.6M | $48.5M | -- | -- |
| Dec 2007 | $471.1M | $426.7M | $44.3M | -- | -- |
| Feb 2007 | $471.1M | $426.7M | $44.3M | -- | -- |
| Feb 2007 | $471.1M | $426.7M | $44.3M | -- | -- |
| Mar 2006 | $431.3M | $392.2M | $39.1M | -- | -- |
| Jun 2005 | $364.2M | $328.7M | $35.5M | -- | -- |
| Jan 2005 | $309.1M | $277.1M | $32M | -- | -- |
| Sep 2004 | $309.1M | $277.1M | $32M | -- | -- |
| Jun 2004 | $309.1M | $277.1M | $32M | -- | -- |
| May 2002 | $215M | $195M | $20M | -- | -- |
DateAug 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients12
DateJun 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients12
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients12
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees23
Clients9
DateFeb 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees23
Clients9
DateJul 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients9
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients9
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees19
Clients8
DateAug 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6M
Employees20
Clients7
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$6M
Employees20
Clients7
DateNov 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.1M
Employees19
Clients6
DateJul 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.1M
Employees19
Clients6
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.1M
Employees19
Clients6
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.1M
Employees19
Clients6
DateMay 2019
Total AUM$904.4M
Discretionary$902.5M
Non-Disc.$1.9M
Employees17
Clients8
DateApr 2019
Total AUM$904.4M
Discretionary$902.5M
Non-Disc.$1.9M
Employees17
Clients8
DateMar 2019
Total AUM$904.4M
Discretionary$902.5M
Non-Disc.$1.9M
Employees17
Clients8
DateJun 2018
Total AUM$957.6M
Discretionary$955.5M
Non-Disc.$2.1M
Employees17
Clients7
DateMar 2018
Total AUM$957.6M
Discretionary$955.5M
Non-Disc.$2.1M
Employees17
Clients7
DateMar 2017
Total AUM$850.8M
Discretionary$849M
Non-Disc.$1.8M
Employees17
Clients300
DateMar 2017
Total AUM$850.8M
Discretionary$849M
Non-Disc.$1.8M
Employees17
Clients300
DateSep 2016
Total AUM$787.9M
Discretionary$786.2M
Non-Disc.$1.7M
Employees17
Clients300
DateMar 2016
Total AUM$787.9M
Discretionary$786.2M
Non-Disc.$1.7M
Employees17
Clients300
DateSep 2015
Total AUM$840.4M
Discretionary$838.5M
Non-Disc.$1.8M
Employees15
Clients300
DateMar 2015
Total AUM$840.4M
Discretionary$838.5M
Non-Disc.$1.8M
Employees15
Clients300
DateSep 2014
Total AUM$807.8M
Discretionary$805.9M
Non-Disc.$2M
Employees14
Clients300
DateJun 2014
Total AUM$807.8M
Discretionary$805.9M
Non-Disc.$2M
Employees14
Clients300
DateMay 2014
Total AUM$807.8M
Discretionary$805.9M
Non-Disc.$2M
Employees14
Clients300
DateApr 2014
Total AUM$807.8M
Discretionary$805.9M
Non-Disc.$2M
Employees14
Clients300
DateMar 2014
Total AUM$807.8M
Discretionary$805.9M
Non-Disc.$2M
Employees14
Clients300
DateFeb 2014
Total AUM$724M
Discretionary$703.4M
Non-Disc.$20.6M
Employees14
Clients300
DateApr 2013
Total AUM$724M
Discretionary$703.4M
Non-Disc.$20.6M
Employees14
Clients230
DateJul 2012
Total AUM$726.3M
Discretionary$677.6M
Non-Disc.$48.7M
Employees11
Clients230
DateMar 2012
Total AUM$726.3M
Discretionary$677.6M
Non-Disc.$48.7M
Employees11
Clients230
DateMay 2011
Total AUM$651.3M
Discretionary$631.4M
Non-Disc.$20M
Employees--
Clients--
DateMar 2011
Total AUM$651.3M
Discretionary$631.4M
Non-Disc.$20M
Employees--
Clients--
DateFeb 2008
Total AUM$585.1M
Discretionary$536.6M
Non-Disc.$48.5M
Employees--
Clients--
DateDec 2007
Total AUM$471.1M
Discretionary$426.7M
Non-Disc.$44.3M
Employees--
Clients--
DateFeb 2007
Total AUM$471.1M
Discretionary$426.7M
Non-Disc.$44.3M
Employees--
Clients--
DateFeb 2007
Total AUM$471.1M
Discretionary$426.7M
Non-Disc.$44.3M
Employees--
Clients--
DateMar 2006
Total AUM$431.3M
Discretionary$392.2M
Non-Disc.$39.1M
Employees--
Clients--
DateJun 2005
Total AUM$364.2M
Discretionary$328.7M
Non-Disc.$35.5M
Employees--
Clients--
DateJan 2005
Total AUM$309.1M
Discretionary$277.1M
Non-Disc.$32M
Employees--
Clients--
DateSep 2004
Total AUM$309.1M
Discretionary$277.1M
Non-Disc.$32M
Employees--
Clients--
DateJun 2004
Total AUM$309.1M
Discretionary$277.1M
Non-Disc.$32M
Employees--
Clients--
DateMay 2002
Total AUM$215M
Discretionary$195M
Non-Disc.$20M
Employees--
Clients--