Resources

You are here:

August 1, 2019 | News & Events

Tolleson Wealth Management Listed in Financial Advisor’s 2019 Annual RIA Ranking

Tolleson Wealth Management Listed in Financial Advisor’s 2019 Annual RIA Ranking

Tolleson Wealth Management is listed in the Annual Registered Investment Advisors (RIA) Rankings by Financial Advisor Magazine for the seventh consecutive year. The firm is recognized at #43 in the national ranking and is the highest Texas ranked RIA out of 683 firms.

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 2019 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, 2018. 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.

Image source: Financial Advisor Magazine