Financial Advisor Magazine Ranks Tolleson One of America’s Top RIAs for 2023

Since first receiving this recognition in 2012, Tolleson Wealth Management has ranked as one of America’s Top RIAs by Financial Advisor Magazine. Listed as #59 in the 2023 national ranking of 521 firms in America, we are proud to be named a top RIA for 11 consecutive years. One of the trends cited in the Financial Advisor Magazine article accompanying the rankings is the industry need for firms to become more robust in how they serve their clients, going beyond an investment-only approach. “As firms become larger, there’s going to be more pressure to do more things for more clients —to do estate planning, tax planning, accounting,” the article states.

Tolleson, since inception, has grown its family office services organically by aligning with clients’ financial needs and their long-term goals. Already offering a robust set of services, the Tolleson team continues to apply creative solutions to address the complexities families of wealth face.

The full list of rankings is featured in the July/August edition of Financial Advisor Magazine.

This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent advisors across the country. To be eligible for the ranking, firms must be independent registered investment advisors (RIA) and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Please note that this survey does not apply to hybrid RIAs and corporate RIAs. Firms reported their assets under management as of December 31, 2022. This award was based off the 2022 calendar year. Tolleson Wealth Management did not pay to participate in Financial Advisor Magazine’s Annual RIA Ranking and was notified of this award on July 24, 2023.

For more information about awards, you can visit our disclosures here.