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April 14, 2020 | News & Events

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

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

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 more than 1,200 wealth advisors nationwide described as “…those who already provide exceptional client care.” Read about his previous ranking here.

Joyner regularly travels to speak at financial conferences around the country about his work with multi-generational families and the complex issues of successful wealth transfers. Joyner has a wide range of knowledge such as complex income and estate tax planning; family dynamics and education; and investment management.

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Tolleson Wealth Management did not pay to participate in this ranking. Richard Joyner was selected based on a personal application process.

To learn more about awards and recognition, visit here.