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Category: Awards

Tolleson Wealth Management Listed in Financial Advisor’s 2019 Annual RIA Ranking

Tolleson Wealth Management is listed in the Annual Registered Investment Advisors (RIA) Rankings by Financial Advisor Magazine for the seventh consecutive year. The firm is recognized at #43 in the national ranking and is the highest Texas ranked RIA out of 683 firms. The full list of rankings is featured in the July edition of Financial […]

InvestmentNews Names Tolleson Wealth Management a 2019 Best Place to Work for Financial Advisors

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

Richard Joyner Receives #2 Ranking on Barron’s Top Advisory List for Second Year

The Barron’s released their 2019 Top Advisor Rankings this week for each state, with Tolleson Wealth Management’s Richard Joyner at #2 on the list of 90 advisors throughout Texas. This is the second year that Joyner was listed. Read about the 2018 ranking here. The rankings are based on data provided by over 4,000 of […]

The 2019 Private Asset Management Awards Shortlisted Tolleson Wealth Management for Best Multi-Family Office Overall Award

The Private Asset Management (PAM) Awards listed Tolleson Wealth Management on the shortlist for the 2019 Best Multi-Family Office Overall (over $2 billion). The firm was one of nine firms selected throughout the country as contenders for this award. The winner will be announced at a reception in New York City in February. The PAM […]

Tolleson Wealth Management Listed as the Second Largest Wealth Management Firm in North Texas

Tolleson Wealth Management was listed in Dallas Business Journal as the second largest wealth management firm in North Texas based on assets under management. With a 3:1 client-to-advisor ratio and six additional teams dedicated to various specialty areas, the firm has extended its multi-family office offering to take care of all things financial for clients […]

Carter Tolleson Recognized in D Magazine’s Dallas 500 for Second Year

Tolleson Wealth Management’s Carter Tolleson is featured in the special edition of D CEO Magazine’s November issue. He is listed in the Dallas 500 Banking and Finance Section as one of the most powerful business leaders in Dallas-Fort Worth for the second year in a row. Tolleson was nominated and chosen by the D Magazine editorial team […]

Tolleson Wealth Management Recognized as a 2018 Top Wealth Manager by D Magazine

D Magazine recognized Tolleson Wealth Management as a Top Wealth Manager for 2018 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 fourth year in a row Tolleson Wealth Management has received this award. D Magazine […]

Tolleson Wealth Management Featured in the 2018 SMU Cox Dallas 100 Entrepreneur Awards

The Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business recognized the 100 fastest-growing private companies in North Texas, including Tolleson Wealth Management. To view the list published by the Dallas Business Journal, visit here. “We are proud to be included on this list in the company of the other fast-growing businesses,” […]

Tolleson Private Bank Receives a Five-Star Ranking from BauerFinancial

BauerFinancial awarded Tolleson Private Bank a five-star ranking this past month. This rating reflects a ‘superior’ score and a recommendation from the institution. BauerFinancial is an independent rating agency that analyzes and reports on data from banks around the country. To read more about Tolleson Private Bank’s rating, visit here. Each institution files a quarterly […]