Tolleson Wealth Management was named a 2015 Dallas 100™ company by the Caruth Institute for Entrepreneurship at the SMU Cox School of Business. The award honors the top 100 growing entrepreneurial companies in Dallas. For 25 years, SMU Cox has annually ranked thetop 100 Dallas entrepreneurial companies based on sales growth over a designated period. […]
Ranked number 41 on Financial Advisor magazine‘s 2015 Registered Investment Advisor (RIA) survey, Tolleson Wealth Management was listed as the top Texas firm. It was also the only Texas firm listed in the top 50.
Tolleson Wealth Management was named to Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. and was published on June 18. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). Tolleson Wealth Management, along with 630 […]
Carter Tolleson, President of Tolleson Wealth Management and President and CEO of Tolleson Private Bank, was featured in the May edition of Texas Banking’s Community Banker Spotlight. The article profiles Tolleson with details about his work history and family life in addition to his involvement with Texas Bankers Association (TBA). “I’m a fourth generation banker so financial services are […]
Tolleson Private Bank is largest bank in the South with a Texas ratio of zero, which indicates its ability to cover bad debts with tangible equity capital. According to the Houston Business Journal article, “Texas had the most banks in the U.S. with a Texas ratio of zero.”