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Category: Awards

Tolleson Wealth Management Listed in Financial Advisor’s 2022 Annual RIA Ranking

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 […]

Carter Tolleson Celebrated as a Most Admired CEO by Dallas Business Journal

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 Named a 2022 Charitable Champion

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 […]

Managing Director Micahl Wester Named in InvestmentNews’ 2022 40 Under 40 List

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 […]

Managing Director Jennifer Kirksey Receives Family Wealth Report Award

Tolleson Wealth Management was nominated in four categories at the 9th Family Wealth Report Awards 2022 program, with Managing Director Jennifer Kirksey winning the ‘Women in Wealth Technology (Individual)’ award. The awards are designed to recognize organizations grouped by specialty, which a panel of independent judges deemed to have “demonstrated innovation and excellence during the […]

Barron’s Ranks President Richard Joyner a Top Texas Advisor for 2022

Barron’s released its 2022 Top 1200 Financial Advisors list, organized by state. President of Tolleson Wealth Management Richard Joyner is listed as #3 in Texas. This is the fifth year he is featured as a top advisor in Texas. As identified by Barron’s, the ranking is reflective of assets under management, revenue produced for the […]

Family Wealth Report Names Tolleson Wealth Management a Finalist in Multiple Award Categories

The Family Wealth Report Awards name Tolleson Wealth Management as a finalist in multiple categories for its 2022 program. Recognized in the Multi-Family Office ($5 billion to $15 billion AUM/AUA) and Outstanding Contribution to Wealth Management Thought Leadership categories, Tolleson Wealth Management was named for its multi-family offices design that focuses on innovation and client-centric […]

CEO Carter Tolleson Named as One of  Dallas’ 500 Most Powerful Business Leaders by D CEO

CEO Carter Tolleson is featured in D CEO’s annual Dallas 500 magazine as a top influential and powerful leader in the local banking and finance industry. This is the fourth consecutive year he was named to the special publication. “We’re doing important and valuable work for the families we serve,” Tolleson said to employees in […]

Tolleson Wealth Management Featured in Dallas Business Journal, Securing a Top Ranking in Multiple Lists

Tolleson Wealth Management and Tolleson Private Bank both rank in Dallas Business Journal’s 2021 lists for various accomplishments over the last two years. Most notably, Tolleson Wealth Management is ranked the second largest wealth management firm in Dallas-Fort Worth based on assets under management. The firm was also recognized as a “Dallas 100” company by […]

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