Resources

Tolleson Wealth Management was nominated in four categories at the 9th Family Wealth Report Awards 2022 program, with Managing Director Jennifer Kirksey winning the ‘Women in Wealth Technology (Individual)’ award. The awards are designed to recognize organizations grouped by specialty, which a panel of independent judges deemed to have “demonstrated innovation and excellence during the […]

Barron’s released its 2022 Top 1200 Financial Advisors list, organized by state. President of Tolleson Wealth Management Richard Joyner is listed as #3 in Texas. This is the fifth year he is featured as a top advisor in Texas. As identified by Barron’s, the ranking is reflective of assets under management, revenue produced for the […]

The Family Wealth Report Awards name Tolleson Wealth Management as a finalist in multiple categories for its 2022 program. Recognized in the Multi-Family Office ($5 billion to $15 billion AUM/AUA) and Outstanding Contribution to Wealth Management Thought Leadership categories, Tolleson Wealth Management was named for its multi-family offices design that focuses on innovation and client-centric […]

CEO Carter Tolleson is featured in D CEO’s annual Dallas 500 magazine as a top influential and powerful leader in the local banking and finance industry. This is the fourth consecutive year he was named to the special publication. “We’re doing important and valuable work for the families we serve,” Tolleson said to employees in […]

Tolleson Wealth Management and Tolleson Private Bank both rank in Dallas Business Journal’s 2021 lists for various accomplishments over the last two years. Most notably, Tolleson Wealth Management is ranked the second largest wealth management firm in Dallas-Fort Worth based on assets under management. The firm was also recognized as a “Dallas 100” company by […]

D Magazine names Tolleson Wealth Management as one of Dallas’ top wealth managers in its latest November issue. This is the seventh consecutive year that Tolleson Wealth Management has received this award. We are proud to celebrate this recognition with our entire team for all their hard work in providing client families with everything financial. […]

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 […]