Tolleson Named a Top RIA by Financial Advisor Magazine for 2026

Tolleson Wealth Management has once again been named to Financial Advisor Magazine’s annual ranking of Registered Investment Advisors (RIAs), marking the firm’s 14th year of this recognition and a longstanding track record of industry distinction.

Tolleson Wealth Management is also the top listed firm headquartered in Dallas, Texas, to appear on the 2026 list. Since first ranking in 2012, the firm continues to remain focused on helping families navigate the increasingly complex responsibilities that accompany significant wealth.

This year’s rankings arrive at a time of continued evolution across the advisory profession. Financial Advisor Magazine’s report highlights an industry shaped by sustained wealth creation, growing demand for fiduciary advice, advances in technology, and a greater need for coordinated planning across investments, trusts, estate strategies, philanthropy, and family governance. The report suggests that the future of wealth management is increasingly defined by integration, supporting families as they navigate the interconnected decisions that come with significant wealth rather than addressing each in isolation.

Tolleson’s approach reflects that reality. As a privately owned and family-led firm, the team brings together investment management, private banking, trust, and family office services through an integrated model designed to help multigenerational families see the full picture and make decisions with greater clarity and confidence.

This recognition reflects the consistency of that approach and the trust placed in the firm by the families it serves.