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Award Season for Financial Advisor David Thompson


David Thompson, Financial Advisor, Ascend Advisory
David Thompson, Financial Advisor, Ascend Advisory

Monday, April 14, 2025

DUBLIN, OHIO – Ascend Advisory is proud to announce that Financial Advisor David Thompson was named as one of the 2025 Forbes Best-In-State Wealth Advisors.


Thompson shared, “I am honored and humbled to be recognized by Forbes. This award is a testament to how lucky I am to work with such wonderful clients.”


Collectively, the advisors on the Forbes Best-In-State-Wealth Advisors list oversee more than $16.7 trillion in client assets. Forbes’ rankings were compiled by SHOOK Research, which uses a combination of quantitative metrics and qualitative insights, including in-depth interviews with practice-nominated candidates.


Thompson went on to say, “I sincerely appreciate the opportunity to serve my clients and look forward to continuing my commitment to always putting their interests first.”


David has been on a variety of accolade lists including 2019-2025 Forbes Best-In-State Wealth Advisors, 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State; and 2021/ 2024 Forbes Top Next-Gen Wealth Advisors.


About Ascend Advisory Group

Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory with clients in 44 states and $2.2B assets under management (as of 12/11/24), starting with $27M in 2001.


Ascend was built upon the belief that planning should be about stewardship. The company is rooted in service, with a commitment to humility and honesty. While the company has grown tremendously, the culture remains steadfast and true to the mission of helping clients ask the right questions and understand the nuances of their options. Ascend works to help ensure the mission for each client’s dollar is achieved.


Ascend has been recognized on Forbes 2024 Best-In-State Wealth Management Teams for the State of Ohio.


Media: Samantha Mooney, Marketing Director, Main: 614-784-6000, samantha.mooney@wfafinet.com

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See full list of winners: Forbes award page.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. Fee paid for use of marketing materials. View Award Disclosures


2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). View Award Disclosures.


2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21.(Source: Forbes.com). View Award Disclosures


2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). View Award Disclosures

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