Carson Wealth, led by Founder & CEO, Ron Carson ranked amongst 2023 Top ETF Power Users.
From humble beginnings, Carson has built one the of the largest and fastest growing RIAs in the business. Today Carson Wealth represents over 1,000 advisors and 35,000 clients across more than 30 offices.
Born out of the idea that clients should come first and that financial advice should be conflict-free, Carson Wealth was an early adopter of the fiduciary movement. With strong core values and a heavy investment in technology, CWA’s growth over the last decade has skyrocketed. The RIA, which truly doubles as a tech firm, continues to attract advisors and clients with its seamless one-click experience and direct access to its world-class research team, investment management, and fully integrated solution.
Carson Wealth is ranked #2 on this year’s Top 100 ETF Power Users List with over $8.95B in ETF assets across more than 975 ETFs and 75 issuers (as of 12/31/22). View More.
The 2023 RIA Channel Top 100 RIA ETF Power Users Ranking showcases wealth management firms based on their aggregate total firm ETF assets.
RIA Database identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs). Wealth managers were defined by the following characteristics: 1) total assets were primarily managed for high net worth and non-high net worth individual clients; 2) each firm provides comprehensive wealth management services; 3) firms may be a family office or may provide family office services; and/or 4) firms may provide financial planning services. Broker/dealers were excluded. Firms must be domiciled in the United States and registered with the SEC as a registered investment adviser (RIA). Wealth managers were then ranked based on ETF usage as reported to the SEC per their 13F quarterly Edgar filings as of December 31, 2022. Total ETF assets were aggregated by RIA Database (RIADatabase.com). Assets under management are as reported to the SEC as of December 31, 2022.
RIA Database® is the leading provider of advisor data, profiles and prospecting software for the financial services industry. They manage current and historical profiles on over one million advisors across all channels: the RIA Channel, broker/dealers, family offices, foundations, institutional investors and banks. They are producers of the Forbes Top RIA list for over ten years and provide surveys and rankings for several industry publications as well.
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To view the full Top 100 ETF Power Users List, head here.