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Award Season for Financial Advisor David Thompson

Updated: Oct 1

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Monday, September 8, 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 & 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State.


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 2025 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 2012025 Forbes Best-In-State Wealth Advisors, 2021-2025 Forbes Top Next-Gen Wealth Advisors Best-in-State.


About Ascend Advisory Group

Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory practice with clients in 44 states and $2.2B assets under management (as of 5/31/25), 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 is proud to be recognized on the Forbes 2025 Best-In-State Wealth Management Teams for the State of Ohio along with the previous years of 2024-2023. Tony Reilly, CEO along with other advisors have been recognized on Forbes Best-In-Wealth Advisors among other accolades.

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

 

2025-2023, Forbes Best-In-State Wealth Management Teams; Awarded April 2025-2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 6/30/22- 6/30/23. Fee paid for use of marketing materials. View Award Disclosures.

 

2025-2021 Forbes Best-In-State Wealth Advisors – Tony Reilly, CEO; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). Awarded April 2024, 2023, 2022, 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 6/30/22- 6/30/23. 6/30/21-6/30/22. 6/30/20 - 6/30/21. 6/30/19- 6/30/20. View Award Disclosures.

 

2025 Barron's Top 1,200 Financial Advisors - Tony Reilly, CEO: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). View Award Disclosures.

2009 Barron’s Top 100 Financial Advisors - Tony Reilly, CEO: Awarded April 2009; Data Compiled by Barron's based on the time period from Jan. 2008 - Dec. 2008 (Source: Barrons.com). View Award Disclosures.

 

2025-2019 Forbes Best-In-State Wealth Advisors – David Thompson, Financial Advisor; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24, 6/30/22 - 6/30/23, 6/30/21 - 6/30/22 (Source: Forbes.com).


2025-2021 Forbes Top Next-Gen Wealth Advisors Best-In-State – David Thompson, Financial Advisor: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24, 3/31/22 - 3/31/23, 3/31/21 - 3/31/22, 3/31/20 - 3/31/21, 3/31/19 - 3/31/20 (Source: Forbes.com). View Award Disclosures.

 

2023 Forbes Best-In-State Wealth Advisors​ – Mike Aljancic, Financial Advisor; 2023 Forbes Best-in-State Wealth Advisors: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). View Award Disclosures.

 

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