Tolleson Ranks as #2 Largest Wealth Management Firm in Dallas

December 28, 2023
1 Min read

Securing the #2 spot, Tolleson Wealth Management is listed as one of the largest wealth management firms in Dallas-Fort Worth by Dallas Business Journal. Ranked by assets under management and number of local clients, Tolleson is proud of its strong brand in the community.

In April, Tolleson Private Bank also made the Largest North Texas Area Banks list, ranking in the top 50.

The Tolleson legacy is built on family and continues to serve with the family in mind. “Our success is directly tied to our unwavering mission to meet client needs. We are proud of the team and the culture we’ve built in support of that vision,” comments President and CEO Carter Tolleson.

Award disclosures: Dallas Business Journal surveyed wealth management firms beginning Aug. 1, 2023. The surveys 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. Out of the 116 eligible firms surveyed, 26 responded. The Dallas Business Journal cannot independently verify information provided by individual companies. For the North Texas Area Banks list, Dallas Business Journal obtains local deposits and market share data from the Federal Deposit Insurance Corporations’ annual market share report. The list was published originally on April 7, 2023. Tolleson did not pay to participate in either list.