GDS Wealth Management Secures Spot on Forbes' Top RIA List Once Again

GDS Wealth Management Achieves Forbes Recognition for 2025



GDS Wealth Management, a leading financial advisory firm, has proudly announced its inclusion in Forbes' prestigious list of America's Top Registered Investment Advisors (RIAs) for the year 2025. This accolade is especially significant as it marks the second consecutive year that GDS has earned this recognition, highlighting their unwavering commitment to client service and fiduciary responsibility.

Established amidst turbulence in the financial landscape, including high market valuations, evolving monetary policies, and geopolitical uncertainties, GDS Wealth Management continues to stand out by maintaining a client-centric approach in advising families on their financial journeys. The firm's Assets Under Management (AUM) contribute to a collective total of over $1.9 trillion among the 250 firms recognized, underscoring their strong market presence.

Glen Smith, Founder and Chief Investment Officer of GDS Wealth Management, expressed gratitude for this honor, remarking, "We are humbled to be included in Forbes list of America's Top RIA Firms for the second consecutive year. This recognition reflects the trust our clients place in us and the dedication of our team to serve clients with transparency and personalized guidance."

The Forbes | SHOOK Top RIA list, now in its fourth iteration, employs a rigorous selection process that incorporates both quantitative metrics—such as assets under management and growth rates—and qualitative measures including client retention rates, industry expertise, and regulatory histories. Notably, the ranking process is free from external monetary influences, ensuring a fair representation of firms based on performance and client satisfaction.

Robert Casey, Vice President and Co-Founder, suggested that the firm's consistent focus on the clients' long-term financial goals plays a crucial role in this recognition. He stated, "Being included again on this list reflects that staying client-first makes all the difference. We strive to foster clarity, confidence, and peace of mind in our clients' financial journeys."

With over two decades of experience in the financial industry, GDS Wealth Management offers a range of services including fiduciary, fee-only financial planning and investment management. Their commitment lies in delivering exceptional service and building lasting relationships with clients who trust them with their financial futures.

To learn more about GDS Wealth Management, visit their official website at www.gdswealth.com or contact them by phone at (469) 212-8072. The firm remains a registered investment adviser with the U.S. Securities and Exchange Commission, underscoring its dedication to maintaining professional standards in the financial sector.

GDS Wealth Management's recognition by Forbes as a top firm serves as a testament to its effectiveness and dedication in helping families navigate their financial options, ensuring peace of mind in an uncertain economic climate. As more clients seek trusted advisors, GDS Wealth Management is poised to continue its mission of financial education and personalized planning, striving for excellence in all its services.

Topics Financial Services & Investing)

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