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Category: Awards

Tolleson Wealth Management’s Justin Thompson Receives 2020 Young Professional Award from Family Wealth Alliance

Family Wealth Alliance announced the winners for its 2020 Young Professionals Award this week, including Tolleson Wealth Management Director Justin Thompson. Twenty-five family wealth professionals under 40-years old were selected for demonstrating success in their careers and making significant contributions to the industry. As Directors on the Client Advisory Team, Thompson helps lead the firm’s […]

Richard Joyner Recognized on Barron’s Top 100 Independent Advisors for Fourth Year

The Barron’s released the 2020 list of Top 100 Independent Advisors this week recognizing Tolleson Wealth Management’s Richard Joyner nationally as #15. This is the fourth year that Joyner is listed. Read about the 2019 ranking here. Joyner serves as President and has been with the firm for more than 15 years. He oversees key […]

Tolleson Wealth Management’s Private Wealth Services Listed in Financial Advisor’s 2020 Annual RIA Ranking

Tolleson Wealth Management’s private wealth division (Tolleson Private Wealth Management) was listed in the Annual Registered Investment (RIA) Ranking by Financial Advisor Magazine for the eighth consecutive year. It was recognized at #53 in the national ranking  out of 551 firms. This year presented unprecedented obstacles when the COVID-19 pandemic hit, causing many in the […]

InvestmentNews Names Tolleson Wealth Management a 2020 Best Places to Work for Financial Advisors

InvestmentNews published its annual Best Places to Work for Financial Advisors list this week featuring Tolleson Wealth Management for the third 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 top 75 firms throughout the country. “Tolleson […]

Richard Joyner Ranks #2 on Barron’s Annual Top Advisory List

The Barron’s released their 2020 Top Advisor Ranking for each state and President Richard Joyner ranked number 2 on the list of 90 advisors throughout Texas for the third consecutive year. The list was also published in The Wall Street Journal as ‘America’s Top 1,200 Financial Advisors.’ The ranking is categorized by each state with […]

Tolleson Wealth Management recognized as a 2019 Charitable Champion

Tolleson Wealth Management announced as one of twenty financial advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List. The Charitable Champions List recognizes advisory firms for their efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. Invest in Others evaluated applications […]

Tolleson Wealth Management Named one of the ‘Dallas 100’ fastest-growing small private companies in DFW

The Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business recognized Tolleson Wealth Management as 100 of the fastest-growing small private companies in North Texas, known as the ‘Dallas 100’ list. “We are proud to be named as one of DFW’s 100 fast-growing businesses,” said Carter Tolleson, CEO. “Nearing our firm’s 20-year […]

Tolleson Wealth Management Recognized as a 2019 Top Wealth manager by D Magazine

D Magazine recognized Tolleson Wealth Management as a Top Wealth Manager for 2019 in its latest November issue. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the fifth year in a row Tolleson Wealth Management has received this award. D Magazine […]

Richard Joyner Receives Top Ranking on Barron’s Top Independent Wealth Advisor for Third Year

The Barron’s released their 2019 Top Independent Advisors this week, with Tolleson Wealth Management’s Richard Joyner at #15 on the list of 100 advisors throughout America. This is the third year that Joyner was listed. Read about the 2018 ranking here. The ranking reflects the volume of assets overseen by the advisors and their teams, […]