D Magazine Names Tolleson Wealth Management a Top Wealth Manager in Dallas
In its November issue, D Magazine names Tolleson Wealth Management as a top wealth manager in Dallas. Chosen by a panel of esteemed local wealth managers, the top wealth manager list is selected based on the following criteria: assets under management, consistently high client retention, good legal standing, five or more years of experience, act as a fiduciary to clients and fee-based compensation model.
Tolleson Wealth Management was one of the two firms listed with the largest variety of credentialed advisors, with employees having CFP®, CIMA®, CPWA®, CFA®, CPA and JD designations. The Firm also had the largest average assets under management.