CFD Investments Named One of the Nation’s Top Independent Broker-Dealers

June 24, 2025

​cfd Investments is excited to announce its recognition as the 35th top-producing independent broker-dealer in the nation, according to Financial Advisor Magazine. This milestone reflects the company’s continued commitment to empowering financial advisers, delivering personalized support, and upholding the highest standards of integrity and service across the industry. It also reinforces the firm’s mission to remain adviser-first, relationship-driven, with a focus on helping each financial adviser build a thriving and value-based practice.

At the heart of cfd investments success are its 150 valued financial advisers and more than 50 home office staff. The company prioritizes maintaining its relationship-based approach, ensuring every financial adviser receives personalized support, timely service, and a true sense of partnership as they grow their practice. This family-first culture is what sets cfd Investments apart in an industry often dominated by numbers over people.

Brent Owens, President of cfd Investments, reflected on the significance of the recognition by saying: “We are now thrilled to be in the 35th spot!!! On a year-to-year basis, we continue to climb the charts of the Top Independent Broker/Dealers in the nation ranked by Financial Advisor Magazine. In 2024, we finished #35 and grew by over 20%, going from $45 Million of Revenue to over $55 Million! It is an honor serving some of the BEST Financial Advisers in the business! They are VALUED! WE have been Blessed beyond measure!”

As the company looks toward the future, it will continue striving to provide the same top-notch services that have made it stand out for the past 30+ years. With a devoted focus on adviser success and client outcomes, cfd Investments remains dedicated to innovation without compromising its core values. Its consistent growth and national recognition are a testament to the power of doing business the right way—by putting people first.

About CFD Companies

CFD Companies is home to a fully independent Broker/Dealer and RIA that believe individuals are best served by a financial professional who possesses the freedom to implement personalized planning and investment strategies. The CFD Companies operate on the premise that an adviser’s Broker/Dealer and RIA should act as a partner and resource network, empowering adviser-client relationships through trust, innovative support and a shared commitment to mutual growth.  

While others operate in cliché, CFD operates in commitment. To learn more about that commitment and the future of your business in partnership with CFD, reach out to us below. 

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