12 Years of Excellence on Financial Advisor’s RIA List

For more than a decade, Tolleson has secured a spot on Financial Advisor Magazine’s rankings of Top Registered Investment Advisors (RIAs). This continued recognition is a testament to the team’s unwavering commitment to excellence and client service. Since first appearing on the list in 2012, Tolleson has continued to provide a comprehensive and client-first approach to its services.

In this year’s list, Tolleson ranks as number 60 out of more than 400 firms nationwide. It’s also the highest ranked firm in Dallas.

According to the rankings article, organic growth of RIA firms remains a challenge in today’s landscape, with a growing emphasis on offering comprehensive services to stand out in the market. Another emerging trend is the demand for young advisors who can ensure generational continuity and attract rising talent. With the industry remaining competitive overall, firms need to balance growth, client retention, and evolving services.

Tolleson has remained at the forefront of these trends by maintaining a people-first approach over the last 25 years. As a private and family-run business, the team has grown with its clients and continues to dedicate itself to helping nurture a legacy of prosperity and fulfillment for generations to come. From philanthropy and family engagement to estate planning, investment management, and private banking, the Tolleson team delivers an in-house family office approach that is personal and high touch.

The Tolleson team is enthusiastic about the exciting future to come.

Award Disclosures: This annual survey is performed by Financial Advisor Magazine. This ranking includes firms based on assets under management (AUM) at independent RIA firms with AUM exceeding $1 billion as of December 31, 2023. Tolleson did not pay to participate in Financial Advisor Magazine’s Annual RIA Ranking and was notified of this award on July 15, 2024.