CD Wealth CEO Makes Top 10 Again in Forbes Best-in-State List

CD Wealth Management CEO Makes the Top 10 Again in Forbes Best-in-State Wealth Advisors List

Dallas (April 9, 2024) — CD Wealth Management is proud to announce that Founder and Chief Executive Officer Scott Cohen ranked No. 9 in the Forbes Best-in-State Wealth Advisor list for 2024, his second top-10 ranking in a row and his fourth consecutive year in the Forbes list.

“Receiving this recognition again this year is a testament to the dedication of our team and the trust our clients put in us,” Cohen said. “It’s a reflection of our commitment to excellence — and a wonderful reminder that our investment of hard work every day pays great dividends.”

Cohen also was named to the Barron’s Top 1,200 Financial Advisors list for the third consecutive year in 2024, and he ranked in AdvisorHub magazine’s list of 500 Advisors to Watch for the second consecutive year in 2023.

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 44,000 wealth managers nationwide were considered this year, and 8,507 were selected. (Find more about the methodology at

About CD Wealth Management

Founded in 2014 by CEO Scott Cohen, CD Wealth Management is a team of exceptional independent fiduciaries who always put their clients first. The company traces its roots to Waldman Bros, a family-run institution started in Dallas in 1939. The team, also led by Chief Investment Officer Andy Dropkin and Chief Wealth Management Officer Ilona Friedman, offers personalized financial planning and wealth management for families, corporate executives, closely held businesses, and not-for-profit institutions.

In the first quarter of 2022, CD Wealth was acquired by Bluespring Wealth Partners, LLC. The financial professionals of CD Wealth Management collectively manage over $1 billion in assets.