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June 24, 2015 | News & Events

Tolleson Wealth Management Named to 2015 Financial Times 300 Top Registered Investment Advisers

Tolleson Wealth Management was named to Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. and was published on June 18.

More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). Tolleson Wealth Management, along with 630 other qualifying candidates, was graded by FT and its subsidiary Ignite Research using six criteria. The categories included AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.