CD Wealth Management CEO Named to AdvisorHub’s List of Women Advisors to Watch
Dallas (April 15, 2026) — CD Wealth Management is proud to announce that AdvisorHub magazine included Chief Executive Officer Ilona Friedman in its 2026 list of Women Advisors to Watch.
Friedman ranked No. 19 in the magazine’s list of the top 200 women advisors, which was released in its March 2026 issue.
“What makes this special is knowing it reflects the collective effort behind the scenes: the conversations, the preparation, and the care our team puts into every client relationship,” Friedman said. “This recognition is a reflection of that shared commitment.”
AdvisorHub ranked nominees based on three major criteria:
• Scale: The sophistication and size of their practice
• Growth: Year-over-year change in assets and households
• Professionalism: The advisor’s regulatory record, certifications, and community involvement
“I’ve worked alongside Ilona long enough to know this recognition isn’t about a moment; it’s about consistency,” said Scott Cohen, CD Wealth Founder and Executive Chairman. “She shows up every day for our clients and our team with clarity, discipline, and a real sense of responsibility. This is well deserved.”
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.
To be considered for inclusion in the AdvisorHub rankings, nominees must have a minimum of seven years of industry experience, a minimum of $100 million in AUM (or $150 million, depending on the year), and a clean regulatory record.
AdvisorHub uses a self-reported survey, but the focus is on selecting “role models” in the industry, so the ranking is not based solely on raw numbers. Nominees do not pay a fee to enter or be included in the rankings.