Updated January 31, 2024
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Carson Wealth + Partners

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$31B
Years in business41+

About Carson Wealth + Partners

Get experienced wealth management and financial advice from Carson Wealth + Partners network of award-winning financial advisors.

Let us help you define your why and create a financial plan that lets you live out your unique vision of freedom. 

Ranked by Barron’s as one of the Top RIA Firms in the nation, Carson Wealth + Partners currently manages $31 billion in assets (Combined AUM of CWM, LLC and NWCM), serving over 49,000 families through its network of more than 450 financial advisors in 150+ offices throughout the country.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Wealth + Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Registered Address: 14600 Branch St., Omaha, NE 68154.

Disclosure: 2023 Top Registered Investment Advisory Firms Award presented by Barron's. Advisors complete a 102-question survey 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.

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Areas of specialty

  1. Tax Planning
  2. Retirement Planning
  3. Estate Planning
  4. Investment Management

More about Carson Wealth + Partners

DesignationsMinimum asset threshold
RIA$500K - $1M
Firm CRD NumberNumber of advisors
155344139

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