CD Wealth Management Named Again in Dallas Business Journal’s List of Top Companies in North Texas
Dallas (Jan. 29, 2026) — The Dallas Business Journal has included CD Wealth Management at No. 16 in its list of the largest wealth management firms in North Texas, based on its $1.51 billion assets under management in 2025.
“Seeing our company ranked among the best in our region is rewarding; it’s a reflection of our commitment to excellence, in our work and in the service we provide,” said Scott Cohen, CD Wealth’s Founder and Executive Chairman. “We are intentional about how we treat our clients and our teammates, and we’re grateful that good results follow.”
The Dallas Business Journal has named CD Wealth to its list of Top Places to Work every year since 2022 and honored Chief Executive Officer Ilona Friedman in its Women in Business Awards in 2025. Cohen has been named annually to the Forbes Best-in-State Wealth Advisors list, the Barron’s Top 1,200 Financial Advisors list and AdvisorHub’s Advisors to Watch.
About the list: The Dallas Business Journal published the list Jan. 23 after it surveyed wealth management firms that opted in to the newspaper’s surveys and met eligibility requirements. To be eligible, a firm must have a location in one of the following counties: Collin, Cooke, Dallas, Denton, Ellis, Hunt, Johnson, Kaufman, Parker, Rockwall, Tarrant and Wise.