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 financial services industry to rethink daily business activities. Tolleson Wealth Management pivoted from a traditional office setting to remote work for employees and increased virtual experiences with clients. The firm hosted webinars online and continued to provide all things financial despite the local community’s lock down. By remaining flexible in a new setting and adapting to changing client needs, the Tolleson Wealth Management team continued to provide advice and meet with clients anywhere. The lessons learned have strengthened how advisors engage with clients and allows for increased opportunity to enhance the overall client experience.
The full list of rankings is featured in the August edition of Financial Advisor Magazine. To learn more about the ranking and to view the 2020 list, visit here.
This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent advisors across the country. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of December 31, 2019. Corporate RIA firms, investment advisor representatives (IARs) and hybrids are not eligible for this survey. Tolleson Wealth Management did not pay to participate in Financial Advisor Magazine’s Annual RIA Ranking.
For more information about awards, visit here.