Tolleson Named Top RIA by Financial Advisor

Tolleson has yet again ranked a Top Registered Investment Advisor (RIA) by Financial Advisor Magazine.  

For more than a decade, Tolleson Wealth Management has consistently earned a place on Financial Advisor Magazine’s list of top RIAs. This recognition highlights the continued commitment to excellence and personalized client service the firm is known for. 

Since first appearing on the list in 2012, Tolleson has continued to support families with a multifaceted approach to delivering family office services. In this year’s rankings, the firm holds the #66 spot out of more than 350 firms nationwide— securing a continued position as the highest-ranked firm in Dallas. 

According to the 2025 rankings article about current trends, conversations around artificial intelligence are dominating the industry. With approximately 38% of advisors set to retire in the next decade, many firms are turning to AI for operational efficiency. “It’s firms building the right platforms that will succeed—the ones set for growth with their people and processes,” the article states. 

Organic growth and strategic use of AI will be key differentiators in the financial industry – both of which the team at Tolleson is already embracing. What will remain central to its mission is how services are delivered. AI may bring efficiencies in certain areas, but services at Tolleson will remain client focused and human led. Special events and exclusive client experiences are also areas the firm is doubling down on, with newly hired industry veteran Pete Chilian driving this strategy as President and Chief Investment Officer.  

This recognition is a proud moment for the team and its enduring legacy. Both Tolleson and Financial Advisor Magazine are celebrating 25 years of operations – an exciting milestone for 2025.