D Magazine Names Tolleson Wealth Management a 2022 Top Wealth Manager in Dallas

November 21, 2022 - Awards
1 Min read

D Magazine names Tolleson Wealth Management as one of Dallas’ top wealth managers for the eighth consecutive year. We are proud to celebrate this recognition with our whole team for their dedication 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, 2022). The firms must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. 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.