Tolleson Wealth Management Ranked as #2 Dallas-Fort Worth Area Wealth Management Firm by Dallas Business Journal

December 22, 2022 - Awards
2 Min read

Dallas Business Journal lists Tolleson Wealth Management as #2 in its ranking of Dallas-Fort Worth Area Wealth Management Firms. Rankings are based on local assets under management.

To learn more about the rankings and to view the whole list, visit here.

Dallas Business Journal surveyed wealth management firms beginning Jan. 3, 2022. 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, your company must be independently owned and have a location within one of the following counties. Collin, Cooke, Dallas, Denton, Ellis, Grayson, Hill, Johnson, Kaufman, McLennan, Navarro, Parker, Rockwall, Tarrant, and Wise. Of the 116 eligible companies surveyed, 34 responded. The Dallas Business Journal cannot independently verify information provided by individual companies. Tolleson Wealth Management did not pay to participate in this award. Any third-party ratings, awards, or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a representative of any one client’s experience nor is it a guarantee that he/she will experience a certain level of results if Tolleson Private Wealth Management, LP is engaged, or continues to be engaged, to provide investment advisory services. Any recognition received should not be construed as an endorsement of Tolleson Private Wealth Management’s services. Rankings published by magazines, and other, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. To view additional disclosures about rankings, awards, and recognition, please click here.