Jim Davis, recognized as a 2025 Advisor to Watch by AdvisorHub

Aspen Wealth Management are delighted to announce that Jim Davis, CFP®, has been named by AdvisorHub as a 2025 Advisor to Watch.

“I am thrilled to be recognized on this list alongside other advisors in our industry,” said Jim Davis, CFP®, Chief Marketing Officer and Senior Wealth Advisor at Aspen Wealth Management based in Fort Worth, Texas.

The annual Advisors to Watch ranking names 1000 advisors across 6 categories. For the second consecutive year, Aspen Wealth Management has one of their advisors named to the RIAs category. In 2025, Jim Davis, CFP® is ranked in the top 150 of AdvisorHub’s 250 RIAs.

Now in its fourth year, AdvisorHub’s 1000 Advisors to Watch ranking draws from data across three main areas: business scale (including assets under management, profitability, and average account size); firm growth (such as increases in client households and profits); and professionalism (which considers regulatory records and community involvement). This multifaceted approach is intended so that the ranking reflects not just the largest or most established advisors, but also those at innovative and forward-thinking firms. Advisors provide firm data through a detailed survey covering the previous two years (2023 & 2024). Eligibility requirements for advisors include at least seven years of experience, a minimum of $150 million in assets under management, at least two years at the current firm, and a clean regulatory record.

No compensation was paid to market or be included in this ranking.

For more information on the methodology.

To view the 2025 full list.

Awards and ranking disclosures found here.