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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-08-2011
- Office Locations
- 2
Office Locations
About TFO Family Office Partners
TFO Family Office Partners is a Phoenix-based RIA serving retail and institutional clients with purpose-driven wealth planning and investment management. The firm supports needs like risk management, business succession, and life insurance planning, and invests primarily through public funds and ETFs, with additional fixed income and real estate exposure. Custody includes Charles Schwab and Vanguard.
Reported data analysis
What the numbers show
Between November 12, 2025 and June 24, 2026, reported AUM increased 20.9%, from $4.2B to $5.0B.
Across 5 reported observations, AUM increased 40.9% between September 12, 2022 and June 24, 2026, from $3.6B to $5.0B.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 47 advisory representatives and 320 clients, or 6.8 clients per representative. That equates to $15.7M in reported AUM per client.
The profile lists 2 reported office locations and 14 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CHARLES ROBERT CARROLL
Chief Investment Officer
- CRD
- #2595125
- Ownership
- Less than 5%
CHRISTOPHER EDWARD ERBLICH
Chairman, Chief Executive Officer, DIRECTOR, Partner, Secretary, TREASURER
- CRD
- #4731912
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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EMILY ANN AEPELBACHER
Director
- CRD
- #6459205
MEILI CATHLEEN BARLOW
Wealth Manager
- CRD
- #7184939
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,013,432,176 | $2,601,677 |
| Non-Discretionary | $23,619,995 | $1,968,333 |
| Total | $5,037,052,171 | $2,597,758 |
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Separately Managed Accounts
SMA allocation detail is available
TFO Family Office Partners has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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