CD Wealth Management’s Scott Cohen Moves Up Again in Barron’s ‘Top 1,200’ Financial Advisors List
Dallas (March 27, 2025) — CD Wealth Management is proud to announce that Founder and Executive Chairman Scott Cohen has been named to the Barron’s Top 1,200 Financial Advisors list for the fourth year in a row.
Barron’s listed Cohen as the No. 34 wealth management advisor in Texas, up from No. 38 last year.
“This recognition from Barron’s is not just a milestone for me, but for the entire CD Wealth Management team,” Cohen said. “It highlights our shared dedication to putting clients first and providing the highest level of service every day.”
Barron’s bases its annual rankings on data provided by more than 7,000 advisors across the country. Among the factors Barron’s considered when compiling the rankings were assets under management, revenue produced, regulatory record, quality of practice and philanthropic work.
Information about the Top 1,200 Financial Advisors, including the full list and the methodology, is available at Barrons.com.
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.