Resources

We are proud to celebrate Richard Joyner, President of Tolleson Wealth Management, for his service to the wealth management industry. Recently inducted to Barron’s Hall of Fame, Richard was featured in the publication’s Top 100 Advisor rankings for the last 10 consecutive years. As Barron’s states, this award honors advisors who, “exemplify long-term success and […]

Barron’s 2021 Top Independent Advisor list was released, with Tolleson Wealth Management’s Richard Joyner listed as #16 of 100 advisors in America. As identified by Barron’s, the ranking is reflective of the “volume of assets overseen by the advisors and their teams, revenues generated for the firms, and quality of the advisors’ practices.” He was […]

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 […]

Following its finalist announcement back in February, Family Wealth Report named Tolleson Wealth Management a winner in multiple categories during the 8th Annual Award Ceremony. The firm is proud to celebrate its achievements in Multi-Family Office ($5 billion to $10 billion AUM) and Credit Solution categories alongside a commended recognition in the Fiduciary and Trust […]

Barron’s released its 2021 Top Advisor Rankings for each state, with Tolleson Wealth Management’s President Richard Joyner listed as #2 of 88 advisors throughout Texas for the fourth consecutive year. The list was also published in The Wall Street Journal as ‘America’s Top 1,200 Financial Advisors.’ This ranking is categorized by state with more than […]

Tolleson Wealth Management is proud to celebrate Managing Director of Wealth Operations Jennifer Kirksey for her work with Junior League of Dallas. Each year, an employee is chosen for the annual Community Service Award that recognizes hard work, dedication, and impact made giving back to the local community. As a result, the firm grants one […]

InvestmentNews published its annual Best Places to Work for Financial Advisors list this week featuring Tolleson Wealth Management for the fourth consecutive year. The selection is based on employer and employee surveys regarding culture, benefits, career paths, and more. The firm was chosen as one of this year’s 75 firms throughout the country. “We are […]

Tolleson Wealth Management named a finalist in three categories for the Family Wealth Report Annual Awards this month. Categories included: Fiduciary or Trust Services Credit Solution Multi-Family Office ($5-$10 billion Assets Under Management) The annual Family Wealth Report Awards program recognizes innovative firms, teams, and individuals serving family office, family wealth management, and trusted advisor […]

Featured in Dallas Business Journal, Tolleson Wealth Management was named to the Dallas 100™ list for the third consecutive year by the Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business. “We are honored to be included again as one of the fastest-growing private businesses in North Texas,” said Carter Tolleson, CEO. […]