August 2, 2017 | Financial Advisor
Tolleson Wealth Management was ranked #49 in Financial Advisor’s 2017 Registered Investment Advisers (RIA) Ranking. The list ranks RIA firms from across the U.S. on the basis of assets under management (AUM). This is the fifth year the firm has been listed in the top 50.
To be eligible for the Financial Advisor Magazine RIA ranking, firms must be independent registered investment advisors and file their own Uniform Application for Investment Adviser Registration and Report by Exempt Reporting Adviser (ADV statement) with the SEC. They need to provide financial planning and related services to individual clients. Firms were measured and ranked by year-end 2016 assets, which included both discretionary and nondiscretionary AUM reported on Form ADV. There are no fees or other considerations required of RIAs that apply for the FA RIA Ranking.
To view additional disclosures about rankings, awards and recognition, please click here.