D Magazine Names Tolleson Wealth Management a 2021 Top Wealth Manager in Dallas

November 02, 2021 - Awards
1 Min read

D Magazine names Tolleson Wealth Management as one of Dallas’ top wealth managers in its latest November issue. This is the seventh consecutive year that Tolleson Wealth Management has received this award. We are proud to celebrate this recognition with our entire team for all their hard work in providing client families with everything financial.

Nominated by local wealth managers and selected by an anonymous panel of Certified Financial Planners, the list is determined by the following criteria: total assets under management, consistently high client retention, good legal standing, five or more years of experience, and acting as a fiduciary to clients.

D Magazine selected the firms for this award based on total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary action. All firms listed for this award must have been in existence for at least five years as of the application deadline (June 7, 2021). The firms must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of local wealth managers reviews the final list and out of the 43 that applied, 33 firms and teams were selected. Tolleson Wealth Management applied for this award and did not pay to participate.

To view additional disclosures about rankings, awards and recognition, please click here.