Get wealth management and financial advice from Carson Partner's award-winning network of fiduciary advisors. Let us help you define your why and create a financial plan designed to let you live out your unique vision of freedom. Ranked by Barron's as one of the Top RIA Firms in the nation, Carson currently manages $21 billion in assets, serving over 45,000 families through its network of more than 460 financial advisors in 190+ offices throughout the country.
General Information |
| Firm Start Year: | 1983 | |
| No. of Employees: | 100-499 | |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses |
Services |
| Investment Types: | Mutual Funds, Stocks, Alternative Investments |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Offices, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000+ |
| Compensation Methods: | Based on Assets |
Disclosures |
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Barron's Top RIA Firms: Awarded to Carson Group (2021, 2022) Barron's rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. WiserAdvisor provides referrals to CWM, LLC. WiserAdvisor is not a current client of advisor or advisory services. CWM, LLC pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Details regarding the fee structure can be found here: https://www.wiseradvisor.com/disclosure/1890765/wiseradvisor-carson-wealth-detailed-disclosure.html |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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