Select Page

Find Your Advisor Match

You deserve better than average financial planning. Match with a pre-screened, vetted fiduciary for personalized advice you can trust.

Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Partners that have elected to participate in our advisor matching platform operate under a CWM, LLC doing business as “DBA” name. You will be matched with an advisor based on your information provided in this questionnaire.

You deserve better than average financial planning. Match with a pre-screened, vetted fiduciary for personalized advice you can trust.

Accolades and Coverage of our Advisors

300 List 2019

300 List 2019

National Press Coverage

National Press Coverage

Top RIA Firms

Top RIA Firms

National Press Coverage

National Press Coverage

2021 RIA Ranking & Fastest Growing Firms

2021 RIA Ranking & Fastest Growing Firms

Top Next-Gen Wealth Advisors

Top Next-Gen Wealth Advisors

National Press Coverage

National Press Coverage

Top 100 Financial Advisors 2021

Top 100 Financial Advisors 2021

National Press Coverage

National Press Coverage

How the Match Process Works

Step 1

Take the Advisor Match Quiz

Our short quiz matches you with vetted fiduciary financial advisors in your area based on your unique financial goals.

Step 2

Review Your Personalized Matches

We’ll provide a list of financial advisors who best meet your criteria. One of our match specialists will also give you a call to answer any questions.

Step 3

Schedule Your Complimentary Financial Planning Session

Your advisor matches are available for a no-obligation introductory meeting, where you’ll receive a complimentary financial plan designed to help you work toward your financial goals.

Why Use Carson Wealth’s Match Technology?

OUR ADVISORS ARE:

Fiduciaries who put your interests above their own

SEC-Registered

Here to help design customized plans for you and your family

OUR MATCH SERVICE:

Helps find trusted advisors near you

Offers matches based on criteria unique to you

Is obligation-free: you're not required to work with any of your matches

OUR SUCCESS

$20 billion in assets under management
Represents AUM across all Carson Partners
Founded by Barron’s Hall of Fame Advisor, Ron Carson
Inducted 2014
Top 10 Barron’s
RIA firm
Awarded to Carson Wealth (2021)

Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Game 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. Ron Carson is a non-registered associate of Cetera Advisor Networks.

X

"*" indicates required fields

1
2

Let’s get started with a little about yourself

What is your age range? (optional)