Tolleson Wealth Management Earns Top Spot on Dallas Business Journal Rankings
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The Dallas Business Journal ranks Tolleson Wealth Management as the third-largest wealth management firm in North Texas for another consecutive year.
For 2026, Tolleson was listed among the publication’s Largest Wealth Management Firms and Largest Money Managers. The rankings reflect the progress the Tolleson family has built over 25+ years with a sophisticated team and client-focused philosophy.
Both lists evaluate firms based on local assets under management, highlighting organizations with a significant footprint in the North Texas financial services market. Tolleson’s placement as the third-largest firm in the region positions it among the top firms managing multi‑billion‑dollar portfolios in one of the nation’s fastest growing metropolitan areas.
Tolleson’s inclusion on the Money Managers List reflects the firm’s broader investment management scale, especially among other firms in DFW.
“Our strategy is all about our clients,” comments CEO Carter Tolleson. “Because of that, our growth has been intentional. We have invested in people, processes, and technology to ensure we can continue delivering the level of service our clients expect in a dedicated financial partner.”
As the North Texas area continues to attract entrepreneurs, executives, and multigenerational families, Tolleson remains focused on disciplined growth with a long-term perspective. Its continued recognition by the Dallas Business Journal reflects not only the firm’s size, but also its reputation for consistency, stability, and stewardship.
Ranking disclosures: Dallas Business Journal surveyed wealth management firms based on local assets under management in 2025. The list was first published on January 23, 2026. Firms were included based on Business Journal’s survey response and who 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. The Dallas Business Journal published its money management firms list on February 6, 2026, and ranked firms on total assets under management gathered from the most recent Form ADV filing with the SEC. All firms considered professional investment advisers by the SEC must file Form ADV. Tolleson did not pay to participate in either list.