Tolleson Named to Inaugural CNBC Elite Advisors List
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Tolleson Wealth Management has been named to the inaugural CNBC Elite Advisors list, a recognition that identifies 25 of the country’s top investment advisors serving ultra-high-net-worth investors and family offices.
The CNBC Elite Advisors list highlights firms with demonstrated expertise in supporting clients with investable assets of $25 million or more. Honorees were selected for their ability to navigate complex financial landscapes while delivering comprehensive, multi-generational wealth solutions.
“It is an honor to be included in this CNBC listing,” comments Carter Tolleson, CEO of Tolleson Wealth Management. “We are seeing a meaningful evolution in how families approach wealth, with a greater emphasis on alignment and longevity. Our ability to serve every aspect of that experience under one roof is what we believe continues to differentiate Tolleson. This recognition reflects that commitment and the strength of our team here in Dallas.”
Founded originally as a single-family office, Tolleson has grown into a multi-family office serving client families with an integrated suite of services. With the recent launch of Tolleson Trust Company, the firm continues to deepen its ability to support families across generations through complex wealth, estate, and fiduciary needs. Its model brings together investment management, private trust, estate planning, philanthropy, and family engagement through a coordinated, relationship-driven approach.
Award Disclosures: CNBC evaluated more than 100 applications from qualified investment firms that were (1) based in the continental United States and (2) provide advisory services to at least one client with more than $25 million in investable assets. From the applications reviewed, CNBC selected 25 firms for inclusion on the inaugural CNBC Elite Advisors list and sent a notification in May 2026. The full list was published on CNBC’s website on June 22, 2026. Tolleson Wealth Management did not pay to participate in this award program.