Tolleson Recognized as a D Magazine Top Wealth Manager for 12 Consecutive Years
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Tolleson Wealth Management has been named a D Magazine Top Wealth Manager for 2026, marking the 12th consecutive year the firm has received the recognition.
Each year, D Magazine evaluates wealth management firms and teams across North Texas through a rigorous review process that includes industry qualifications, business practices, and peer evaluation. Firms that meet the program’s requirements are reviewed by a panel of local wealth management professionals, with the final selections determined by D Magazine’s editorial team.
For more than two decades, Tolleson has served its clients through an approach shaped by its origins as a single-family office. Founded to manage the financial affairs of the Tolleson family, the firm was built from firsthand experience navigating the complexities of wealth rather than a traditional advisory model.
Today, that perspective continues to shape the firm’s work. As an independent, family-owned firm, Tolleson brings together investment management, family office, private banking, trust, and philanthropy capabilities to help clients navigate complex financial decisions through a coordinated approach.
“We are honored to be recognized once again by D Magazine,” said CEO Carter Tolleson. “This recognition reflects both the trust of our clients and the dedication of our team members. We follow a ‘One Tolleson’ approach, bringing together diverse teams to deliver a coordinated experience centered on each client’s unique needs. We are grateful for the opportunity to serve families and support the goals that matter most to them.”
The complete list of 2026 Top Wealth Managers appears in D Magazine’s October issue.
Award Disclosures: Application data submitted as of 6/1/2026. D Magazine selected the firms for this award based on the criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client-retention rate over the last two years; and no current disciplinary actions. All firms listed for this award must have been in existence for at least five years as of the application deadline in June 2026. The firms must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. Out of the 62 that applied, 53 were selected. Tolleson Wealth Management applied for this award and did not pay to participate. This ranking published in October 2026.