Forbes Names CD Wealth Management Founder to Best-in-State Wealth Advisors List Again
Dallas (May 4, 2026) — CD Wealth Management is proud to announce that Forbes named Founder and Executive Chairman Scott Cohen to its Best-in-State Wealth Advisor list for 2026 for the sixth consecutive year.
“This recognition says something about our growth,” Cohen said. “But more importantly, it speaks to the way we serve our clients. When they succeed, we succeed. Our team is committed to delivering on that every day.”
Cohen ranked No. 5 among high-net-worth advisors in the Dallas-Fort Worth area, up from No. 7 a year ago. This year marked his fourth top-10 ranking in a row.
In March, Cohen also was named to the Barron’s Top 1,200 Financial Advisors list for the fifth consecutive year, and he ranked in AdvisorHub magazine’s list of Advisors to Watch for the fourth consecutive year in 2025.
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 52,000 wealth managers nationwide were considered this year.
More from Forbes
• Full Best-in-State list for 2026
• Methodology
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.