Tolleson Continually Ranks as One of DFW’s Largest Wealth Management Firms
Securing the #3 spot in Dallas-Fort Worth, Tolleson Wealth Management is listed as one of the largest wealth management firms by Dallas Business Journal. Based on the firms listed, Tolleson is the #2 firm located in Dallas.
“Being deeply rooted in the Dallas community is one of our differentiators,” comments President and CEO Carter Tolleson. “Although our reach and ability to serve clients goes beyond the local area, we’re proud to call DFW home and operate out of two Dallas offices.”
This recognition in Dallas Business Journal highlights Tolleson’s dedication to providing personalized wealth management solutions. With a strong focus on client relationships, the Tolleson Team continues to build its reputation supporting ultra-high-net-worth individuals and families.
Ranking disclosures: Dallas Business Journal surveyed wealth management firms based on assets under management in 2023 and total clients in 2024. The list was first published on September 20, 2024, and later revised on October 20, 2024. The surveys rank wealth management firms based on local assets under management. Firms were sent via email to companies who opted-in to the Business Journal’s surveys and met eligibility requirements. To be eligible for this list, a company must be independently owned and have a location within one of the following counties: Collin, Dallas, Denton, and Tarrant. Tolleson did not pay to participate in this award.