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July 19, 2018 | News & Events

Tolleson Wealth Management Listed in Financial Advisor’s 2018 Annual RIA Ranking

For six years, Tolleson Wealth Management has been listed in the Annual Registered Investment Advisors (RIA) Rankings by Financial Advisor Magazine. The firm is recognized at #46 in the national ranking and is the highest Texas ranked RIA.

The full list of rankings is featured in the July edition of Financial Advisor Magazine. To learn more about the rankings and to view the 2018 list, visit here.

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, 2017. Corporate RIA firms, investment advisor representatives (IARs) and hybrids are not eligible for this survey.

For more information about awards, visit here.

Image source: Financial Advisor Magazine