Insight Wealth Partners is proud to recognize David S. Dryden as a Forbes | SHOOK Best-In-State Wealth Advisor, an honor he has received in 2018, 2021, 2022, 2023, 2024, and 2026. Forbes, in partnership with SHOOK Research LLC, evaluates advisors through a comprehensive selection process that includes quantitative analysis, qualitative factors, and personal interviews with top candidates. The 2018 award was evaluated over the period March 31, 2017 – March 31, 2018. For the award years of 2021 to 2026, the award was based on the 12 months preceding June 30. Dryden has been consistently recognized among the top wealth advisors in North Texas, reflecting his continued dedication to serving clients and his commitment to excellence.

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Click Here for the Full List of Forbes Best-In-State Wealth Advisors

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​Insight Wealth Partners has been named one of D Magazine's Top Wealth Managers in Dallas-Fort Worth in 2015, 2016, 2017, 2022, 2023, 2024, and 2025. Each year, wealth management firms are evaluated against strict eligibility criteria, including fiduciary status, assets under management, and client retention, with submissions reviewed by a committee of anonymous, esteemed wealth managers. Data considered for these awards was current as of June 12, 2017 for the 2017 award; June 3 of the respective year for the 2022, 2023, and 2024 awards; and May through September 2025 for the 2025 award. Insight Wealth Partners is honored to be repeatedly distinguished among this elite group of firms.

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Click Here for the D Magazine 2025 List of Top Wealth Managers

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D Magazine recognized David S. Dryden CFP® once again as one of the top 50 Financial Planners in Dallas for 2025.

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David Dryden was recognized by D Magazine as a Best Financial Planner in Dallas-Fort Worth in 2018, 2019, 2020, 2021, 2023, 2024, and 2025. Each year, D Magazine requests all CERTIFIED FINANCIAL PLANNER™ practitioners of the DFW Chapter and the Financial Planning Association to vote for their peers, with ballots cast from outside a nominee's own firm carrying more weight. A panel of respected financial planning professionals then finalizes the list of top local advisors. Consistent with D Magazine's published methodology for this award, nominations open each May and close in June, with winners announced in the magazine's October issue.

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Click Here to for the Full List of Top 50 advisors in Dallas for 2025

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Josh Hargrove was recognized by D Magazine as a Best Financial Planner in Dallas-Fort Worth from 2021 to 2023. Each year, D Magazine requests all CERTIFIED FINANCIAL PLANNER™ practitioners of the DFW Chapter and the Financial Planning Association to vote for their peers, with ballots cast from outside a nominee's own firm carrying more weight. A panel of respected financial planning professionals then finalizes the list of top local advisors. Consistent with D Magazine's published methodology for this award, nominations open each May and close in June, with winners announced in the magazine's October issue.

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Click Here for the D Magazine 2023 List of Top Financial Planners

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David Dryden and Ryan Ferguson were recognized by D Magazine as Best Financial Planners in Dallas-Fort Worth in 2017. Each year, D Magazine requests all CERTIFIED FINANCIAL PLANNER™ practitioners of the DFW Chapter and the Financial Planning Association to vote for their peers, with ballots cast from outside a nominee's own firm carrying more weight. A panel of respected financial planning professionals then finalizes the list of top local advisors. Consistent with D Magazine's published methodology for this award, nominations open each May and close in June, with winners announced in the magazine's October issue.

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Click Here for the Full list of Best Financial Planners

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David Dryden and Wayne Smith were recognized by D Magazine as Best Financial Planners in Dallas-Fort Worth in 2016. Each year, D Magazine requests all CERTIFIED FINANCIAL PLANNER™ practitioners of the DFW Chapter and the Financial Planning Association to vote for their peers, with ballots cast from outside a nominee's own firm carrying more weight. A panel of respected financial planning professionals then finalizes the list of top local advisors. Consistent with D Magazine's published methodology for this award, nominations open each May and close in June, with winners announced in the magazine's October issue.

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Click Here to for the Full List of Best Financial Planners

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David Dryden and Travis Carter were recognized by D Magazine as Best Financial Planners in Dallas-Fort Worth in 2013, 2014, and 2015. Each year, D Magazine requests all CERTIFIED FINANCIAL PLANNER™ practitioners of the DFW Chapter and the Financial Planning Association to vote for their peers, with ballots cast from outside a nominee's own firm carrying more weight. A panel of respected financial planning professionals then finalizes the list of top local advisors. Consistent with D Magazine's published methodology for this award, nominations open each May and close in June, with winners announced in the magazine's October issue.

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Click Here for the Full List of D Magazine's Best Financial Planners

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Financial Advisor Magazine has repeatedly ranked Insight Wealth Partners among the largest Registered Investment Advisors in the United States: #366 in 2016 (based on 2015 year-end AUM of over $330 million), #367 in 2017 (2016 AUM of over $386 million), #499 in 2018 (2017 AUM of over $437 million), #488 in 2019 (2018 AUM of over $331 million), #414 in 2021 (2020 AUM of over $569 million), #367 in 2022 (2021 AUM of over $760 million), and #303 in 2024 (2023 AUM of over $789 million). The ranking is based on total assets under management, growth percentage, assets per client, growth percentage in assets per client, and percent change in number of clients.

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Click Here for Financial Advisor Magazine List of Top RIA

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David Dryden, Travis Carter, Ryan Ferguson, and Kevin Brown were named Five Star Wealth Managers by Texas Monthly Magazine and Five Star Professional in 2021, evaluated over the period September 21, 2020 – April 30, 2021. To receive this award, an advisor must satisfy ten objective criteria associated with wealth management, including a favorable regulatory and compliance history and a minimum five-year client retention rate; no more than seven percent of wealth managers in a given market receive the distinction.

 

Click Here to for the Full List of Five Star Wealth Manager Award

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David Dryden, Ryan Ferguson, Chad Lowe, and Wayne Smith were named Five Star Wealth Managers by Texas Monthly Magazine and Five Star Professional in 2017, evaluated over the period September 26, 2016 – April 28, 2017. To receive this award, an advisor must satisfy ten objective criteria associated with wealth management, including a favorable regulatory and compliance history and a minimum five-year client retention rate; no more than seven percent of wealth managers in a given market receive the distinction.

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Click Here for the Full List of Five Star Wealth Manager Award

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Chad Lowe, David Dryden, and Ryan Ferguson were named Five Star Wealth Managers by Texas Monthly Magazine and Five Star Professional in 2016, evaluated over the period November 30, 2015- May 18, 2016. To receive this award, an advisor must satisfy ten objective criteria associated with wealth management, including a favorable regulatory and compliance history and a minimum five-year client retention rate; no more than seven percent of wealth managers in a given market receive the distinction.

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Click Here to Learn More About Five Star Professional 

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Chad Lowe, Wayne Smith, Travis Carter, David Dryden, and Ryan Ferguson were named Five Star Wealth Managers by Texas Monthly Magazine and Five Star Professional in 2013. To receive this award, an advisor must satisfy ten objective criteria associated with wealth management, including a favorable regulatory and compliance history and a minimum five-year client retention rate; no more than seven percent of wealth managers in a given market receive the distinction.

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Click Here to Learn More About Five Star Professional 

Insight Wealth Partners is pleased to recognize Ryan Ferguson's inclusion on Forbes' Top Next-Generation Wealth Advisors list in 2017 and 2018. Each award was evaluated over the 12 months preceding March 31 of the respective award year. Advisors are ranked based on quantitative and qualitative criteria, including assets under management, client retention, investment process, and experience.​

 

Click Here for a list of Top Next-Gen Wealth Advisors

Insight Wealth Partners was named to the Financial Times 300 Top Registered Investment Advisors list in 2016 and 2017. Financial Times bases its selection on quantitative and qualitative factors, drawing from SEC-registered RIAs with more than $300 million in assets under management. For the 2017 list, eligibility was based in part on assets under management as of December 31st, 2016.

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Click Here to see full list of Financial Advisor's RIA Rankings

David Dryden was honored by Barron's Magazine with an invitation to attend the Winner's Circle Top Independent Advisors Summit in Phoenix, AZ, in 2012. The recognition was based on the 2011 Barron's ranking. 

 

Click Here to see Barron's List of Top Financial Advisors

This holiday season, your Insight Wealth Partners team had the honor of serving at the North Texas Food Bank. The mission of the North Texas Food Bank is to help eliminate the hunger disparity in North Texas by proving access to nutritious food.

 

The IWP team was fortunate and humbled to spend the day at the distribution center sorting and packing boxes of food. At North Texas Food Bank distribution center, millions of meals are distributed through the North Texas Food Bank’s Partner Agencies and feeding programs. This year, with the help and support of the community, the North Texas Food Bank provided 125.6 million meals to kids, seniors, and families in need.

 

Insight Wealth Partners is grateful for the support of you, our clients, in helping make it possible for us to donate and serve the community and this worthy organization in such a priceless way.

As we begin 2021, we want to thank you again for your continued trust and confidence in us as your financial advisors.  We know that you have a choice in advisors, and we are truly grateful that you allow us to partner with us for your financial advisory needs.

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We wanted to share with you how we helped our community during the holiday season.  One of our firm's guiding principles is stewardship. Thank you for allowing us to serve you with your financial advisory needs, and thank you for partnering with us to help our community. 

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Insight Wealth Partners is delighted to announce our newest team member and financial advisor, Ross Powell. Ross bring a wealth of financial knowledge and passion for people.

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We are excited to have Ross as a part of our team and can't wait to share his love for serving, finance and people. To learn more about Ross, click here.

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As we begin 2020, we want to thank you again for your continued trust and confidence in us as your financial advisors.  We know that you have a choice in advisors, and we are truly grateful that you allow us to partner with us for your financial advisory needs.

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We wanted to share with you how we helped our community during the holiday season.  One of our firm's guiding principles is stewardship. Thank you for allowing us to serve you with your financial advisory needs, and thank you for partnering with us to help our community. 

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Insight Wealth Partners is delighted to announce our newest team member and financial planner, Josh Hargrove.  Josh brings a passion for serving families, providing guidance, and a teacher's heart in every meeting he holds, whether it's with existing or prospective clients. 

 

We are excited to have Josh’s passion for serving, teacher’s heart, and his creative drive added to the IWP leadership, and we are thrilled that he is part of our continually growing, talented team.  To learn more about Josh, click here.

Insight Wealth Partners is pleased to announce our newest member and financial advisor, Kevin Brown. Kevin brings a wealth of knowledge in the financial industry and a passion for building relationships. Kevin focuses on determining what is truly important in his clients’ lives so that he can help create and implement successful solutions that aid in solving life’s complicated decisions.

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We are thrilled to have Kevin’s servant heart and thoughtful leadership added to the skilled & compassionate IWP team.

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Click here to for Kevin's full bio.

Insight Wealth Partners is delighted to announce our newest team member and analyst, Chris Weatherly.  Chris bring a passion for people, learning, and finance.

 

We are excited to have Chris as a part of our team and can't wait to share his love for serving, finance and people. To learn more about Chris, click here.

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Insight Wealth Partners is delighted to announce the growth and success of our practice with the promotion of Ryan Ferguson to Managing Partner. Ryan will join David Dryden, Wayne Smith, Travis Carter, and Chad Lowe in stewarding our practice and guiding the harmony of our team’s dedication to our clients. Ryan has been with our team since 2010, and we have been blessed by his educational leadership, dedication to his our team, and the high level of quality service and exceptional care he provides to his clients. “My clients are my top priority, and I am grateful for the confidence and trust that IWP has in my dedication, service, and leadership,” explains Ferguson. As a Certified Public Accountant and a recognized FIVE STAR Wealth Manager, Ryan adds a new level of professionalism to our team’s already outstanding repertoire of accolades. Insight Wealth Partners is looking forward to the triumphs of the New Year with our ever-growing accomplished team.

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This holiday season, your Insight Wealth Partners team had the honor of serving with the Children’s Advocacy Center of Collin County’s annual Holiday Project Toy Store. The mission of the Children's Advocacy Center of Collin County is to provide safety, healing and justice to children victimized by abuse or neglect. The IWP team spent the day accepting donations and setting up the store for parents and guardians to “shop” for gifts for their children. This year, with the help and support of the community, the CACCC was able to make the holiday season a little brighter by providing gifts to over 1,200 abused and neglected children. Insight Wealth Partners is grateful for the support of you, our clients, in helping make it possible for us to serve the community and this worthy organization in such a priceless way.

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