Five in a Row: CD Wealth Management Leader Climbs Again in Forbes Best-in-State Wealth Advisors List
Dallas (May 28, 2025) — CD Wealth Management is proud to announce that Founder and Executive Chairman Scott Cohen ranked No. 7 in the Forbes Best-in-State Wealth Advisor list for 2025, his third top-10 ranking in a row and his fifth consecutive year in the Forbes list.
“This recognition is meaningful because of what it represents,” Cohen said. “It’s another way of measuring our growth and development as a company, but the real reward comes from our ability to serve our clients well. Their success is our success, and our team is intensely focused on delivering the best results possible for them.”
Cohen also was named to the Barron’s Top 1,200 Financial Advisors list for the fourth consecutive year in 2025, and he ranked in AdvisorHub magazine’s list of Advisors to Watch for the third consecutive year in 2024.
The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Among the factors considered are revenue trends, assets under management, compliance records and industry experience. More than 48,000 wealth managers nationwide were considered this year. (Find more about the Best-in-State rankings, including the full list and the methodology, at Forbes.com.)
About CD Wealth Management
Founded in 2014 by Scott Cohen, CD Wealth Management offers personalized financial planning and wealth management for families, corporate executives, closely held businesses, and not-for-profit institutions. CD Wealth was acquired by Bluespring Wealth Partners, LLC in 2022.