CD Wealth Management Founder Named Again to AdvisorHub’s Top 200 Advisors Over $1 Billion
Dallas (June 23, 2025) — CD Wealth Management is proud to announce that AdvisorHub Magazine included Founder and Executive Chairman Scott Cohen in its annual list of Advisors to Watch for the fourth year in a row.
Cohen ranked No. 78 in the magazine’s list of the top 200 advisors with assets over $1 billion, up from No. 82 a year ago. He is one of just 12 Texas-based advisors listed in his category.
“It’s an honor to receive this recognition, but it’s truly the result of our team’s shared purpose,” Cohen said. “We treat every client with respect, transparency and care, and that commitment leads to the kind of outcomes that change lives.”
AdvisorHub ranked nominees based on the scale of the business, year-over-year growth and professionalism. Nominees were required to have at least seven years’ experience, a minimum of $150 million in assets under management and a clean regulatory record.
Earlier this year, Cohen was named to the Barron’s Top 1,200 Financial Advisors List for the fourth year in a row and the Forbes Best-in-State Wealth Advisor List for the fifth year in a row.
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.