Find your path
However you define independence, you’ll find it at Carson.
Growth built around you
Along with a community invested in your success, we deliver the infrastructure and support to grow your business, focus on your clients, and plan for your future, without the overhead of building it all yourself.
By the numbers
Growth you can measure, not just promise.
2x*
Organic Growth
$65B+
Assets Under Management
500+
Advisors
#13 on Barron’s 2026 Top 100 RIA Firms List*
A tailored ecosystem
As a national RIA, we pair institutional strength with real-world understanding. You focus on your clients; we’ll take care of the rest.
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 resources for complex tax, estate, retirement and trust needs, including advanced planning and private client services.
Marketing and Operations
Field-tested marketing plus the compliance and back-office support that keeps your practice running.
Hear from an advisor
“We have this massive network of like-minded advisors that work together, and we celebrate our wins together. That’s the power of the community. That’s what has propelled my growth.”
Steve Rose
Wealth Advisor, Founder at Art of Wealth Management
It’s really great to have a partner that says, ‘We can help you with some of this.’
Jim DeGaetano, CPA, CFP®, CEPA®, MBA
The marketing team has been a huge support.
CEO, Founder, Wealth Advisor
Diamond Wealth Advisors
Three ways to work with us
Start with what you want to build. We’ll help you find a path to get there.
Take the next step forward
Ready to grow twice as fast?* Let’s find the right path for your business, together.
Schedule a confidential, no-obligation conversation.
*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 (2021-2026) 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.