Tolleson Wealth Management’s Private Wealth Services Listed in Financial Advisor’s 2021 Annual RIA Ranking
Financial Advisor Magazine ranks Tolleson Wealth Management’s private wealth division (Tolleson Private Wealth Management) on its annual RIA list for the ninth consecutive year. Recognized as #58 in the national ranking out of 607 firms, Tolleson Wealth Management represents the top listed firm in the North Texas region.
Following the challenges of the COVID-19 pandemic and the resulting volatile financial markets, many mergers and acquisitions occurred where smaller firms were absorbed by giant consolidators. It was a pivotal time with shifting priorities as clients re-examined their goals and their partnerships.
Despite these trends, Tolleson Wealth Management remained strong in its commitment to service and its ability to adapt to clients’ changing needs. Founded with the Tolleson family more than 20 years ago, the firm’s approach to client situations and the depth at which it can tackle them is part of what makes it a differentiator. Moving forward, technology and communication are top priorities as the team looks towards successful operation in a post-pandemic world.
The full list of rankings is featured in the July/August edition of Financial Advisor Magazine. To learn more about the ranking and to view the 2021 list, visit here.
This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent advisors across the country. To be eligible for the ranking, firms must be independent registered investment advisors (RIA) and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Please note that this survey does not apply to hybrid RIAs and corporate RIAs. Firms reported their assets under management as of December 31, 2020. Tolleson Wealth Management did not pay to participate in Financial Advisor Magazine’s Annual RIA Ranking.
For more information about awards, you can visit our disclosures here.