GDS Wealth Management is honored to announce its recognition on the 2025 Forbes list of America’s Top RIA Firms, marking the second year in a row the firm has been included among independent advisory firms.
This year’s recognition comes amid market uncertainty—marked by high valuations, shifting Fed policy, and geopolitical tensions. Corporate earnings and consumer demand have remained resilient, with the S&P 500 gaining more than 14% year-to-date. In this environment, registered investment advisory (RIA) firms play a vital role, bound by a fiduciary duty to put clients’ interests first.
Now in its fourth year, the 2025 Forbes | SHOOK Top RIA list recognizes firms from across the country that demonstrate strong growth and client focus. Together, the 250 firms recognized oversee more than $1.9 trillion in assets nationwide.
“We are humbled to be included on Forbes list of America’s Top RIA Firms for the second consecutive year,” said Glen Smith, Founder and CIO of GDS Wealth Management. “This recognition reflects the trust our clients place in us and the dedication of our team to serve clients with transparency and personalized guidance.”
Forbes and SHOOK Research base their rankings on a combination of quantitative metrics, such as assets under management and growth, and qualitative factors including client retention, industry experience, and regulatory record. No compensation was exchanged for placement on the list.
“Our focus has always been helping families work toward their long-term financial goals” said Robert Casey, Vice President and Co-Founder. “Being included again on this list reflects that staying client-first makes all the difference.”
About GDS Wealth Management
With more than 20 years of industry experience, GDS Wealth Management provides fiduciary, fee-only financial planning and investment management services. The firm is dedicated to helping families work toward clarity, confidence, and peace of mind in their financial lives.
To learn more, visit www.gdswealth.com or call (469) 212-8072.
GDS Wealth Management (“GDS”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information provided is for informational purposes only and should not be considered investment advice. The Forbes America’s Top RIA Firms list (2025) is compiled by SHOOK Research using quantitative and qualitative criteria, including assets under management, growth, client retention, industry experience, and regulatory record. GDS did not pay for inclusion. Recognition is not a guarantee of future investment success and should not be construed as an endorsement of the adviser by any client.
GDS Wealth Management
At GDS Wealth Management, we aim to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals.
