In 2014, Carson Wealth, a Carson Institutional Alliance founding partner, was inducted into Barron’s inaugural Hall of Fame as one of only two independent firms to receive this recognition. Inductees into the Hall of Fame were among the nation’s top advisors who had appeared on Barron’s list since its inception in 2004. Click here to learn more about Barron’s Hall of Fame.
Barron’s magazine, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The 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. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.