Pair of CD Wealth Executives Named to AdvisorHub’s 2026 Top 250 List Over $1 Billion
Dallas (June 30, 2026) — CD Wealth Management is pleased to announce that Executive Chairman Scott Cohen and Chief Executive Officer Ilona Friedman have been recognized on AdvisorHub’s 2026 list of Advisors to Watch over $1 billion.
The annual recognition highlights financial advisors from across the country who demonstrate leadership, growth, and a commitment to serving clients.
“This recognition reflects the trust our clients place in us and the dedication of the entire CD Wealth team,” said Cohen, named in the list for the fifth consecutive year. “It is a symbol of the quality of our relationships.”
Cohen and Friedman are two of just 19 Texas-based advisors listed.
“Everything we do starts with understanding our clients so we can help them pursue their goals,” said Friedman, named to the list for the first time. “We are grateful for the opportunity to serve them across generations.”
Earlier this year, Cohen also was named to the Barron’s Top 1,200 Financial Advisors list for the fifth consecutive year and to the Forbes Best-in-State Wealth Advisor list for the sixth consecutive year.
The 2026 AdvisorHub “Advisors to Watch” award was announced in June 2026. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.