Built by Advisors,
for Advisors.
Carson is a flexible wealth management partner built by advisors, for advisors.
As a national RIA, we pair institutional strength with real-world understanding to help you grow, scale, and plan for what’s next.
What we do
The infrastructure to grow, without the overhead of building it yourself.
Technology
One connected, AI-powered platform shaped by advisor-tested innovation.
Investments and Research
Institutional-level research and capabilities designed to deliver greater value to your clients.
Planning
Specialized planning resources for complex tax, estate, retirement, and trust needs.
Marketing and Operations
Field-tested marketing plus the compliance and back-office support that keeps your practice running.
By the numbers
Growth you can measure, not just promise.
2x*
Organic Growth
$60B+
Assets Under Management
500+
Advisors
#5 on Barron’s 2025 Top 100 RIA Firms List*
Hear from advisors
Don’t take our word for it.
“Not only did they know who I was, they were invested in my success and growth.”
Steve Rose
Wealth Advisor, Founder at Art of Wealth Management
Find your path
However you define independence, there’s a path built for you.
*Disclaimer: Estimate based on a 2023 Fidelity Investments RIA Benchmarking Study measuring industry average organic growth of assets under management “AUM” (excluding market appreciation and M&A) compared to Carson’s internal analysis of average partner organic AUM growth. 2.1x is the total difference after three years of growth calculated using annual organic AUM growth data from each study over the same period (2020-2022) with the same methodology and compounding effect applied.
Barron’s 100 Top RIA Firms: Awarded to Carson Group (2021-2025) For award consideration, advisors complete a survey with more than 100 questions about their practice. Barron’s verifies the data provided by the advisory firms and regulated databases and then will apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories, Barron’s executes multiple sub calculations. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for the participation or in connection with obtaining or using the third-party rating or award.
