Resources

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 […]

D Magazine names Tolleson Wealth Management as one of Dallas’ top wealth managers for the eighth consecutive year. We are proud to celebrate this recognition with our whole team for their dedication in providing client families with everything financial. Nominated by local wealth managers and selected by an anonymous panel of Certified Financial Planners, the […]

Tolleson Wealth Management was featured in Dallas Business Journal’s 2022 Dallas 100 rankings. Headed by the Caruth Institute for Entrepreneurship at SMU’s Cox School of Business, this annual ranking distinguishes Tolleson as one of the 100 fastest-growing private companies in North Texas. The firm’s leadership team continues with their people-first philosophy, honoring its team’s dedication […]

Family Wealth Alliance recognized Rachael Reese, a Managing Director on the Client Advisory Team at Tolleson Wealth Management, with the 2022 Family Wealth Alliance Young Professionals Award. Family Wealth Alliance searched for the top young professionals under 40 in the family wealth industry who showcased “a strong record of innovation and outstanding performance.” This award […]

Barron’s released its 2022 Top 100 Independent Advisors list, with President of Tolleson Wealth Management Richard Joyner listed as #6. This is the ninth year he is featured on the list. As identified by Barron’s, the ranking reflects assets under management, revenue produced for the firm, and quality of practice. Joyner continues to focus on […]

Financial Advisor Magazine ranks Tolleson Private Wealth Management on its 2022 annual RIA list for the 10th consecutive year. Listed as #62 in the national ranking out of 534 firms, we are proud to celebrate a decade of growth since first receiving this award in 2012. The full list of rankings is featured in the […]

In its latest publication, Dallas Business Journal honors Carter Tolleson as a 2022 Most Admired CEO. This award is given to CEOs who deliver outstanding performance in guiding a company to success and contributing to the overall growth of the North Texas business community. Tolleson exemplifies an admired CEO through his leadership, decision-making, and authentic […]

Tolleson Wealth Management is one of 10 financial advisory firms selected for the annual Charitable Champions List by The Invest in Others Charitable Foundation (“Invest in Others”), which recognizes companies that give back to their communities and successfully promote a culture of philanthropy within their organizations. From environmental causes to financial literacy, animal welfare, medical […]

InvestmentNews has recognized Micahl Wester, a Managing Director on the Client Advisory Team at Tolleson Wealth Management, as a 2022 40 Under 40 honoree. Wester was chosen from a pool of more than 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews, earning a spot on the final list of 40 […]