Carson Wealth Management Group, founded by Ron Carson in 1983, is one of the largest wealth advisory firms in the country advising on $4.3 billion of advisor assets, which include assets under management*. Through its companies, Carson Wealth Management Group offers a range of services to high net worth investors and financial advisors serving the affluent marketplace.

Based in Omaha, NE, Carson Wealth Management Group’s mission is to inspire our clients, both investors and financial advisors, to achieve True Wealth through education, communication, and service which exceed their expectations.

Carson Wealth Management Group is a Registered Investment Advisor that provides investment management to affluent investors directly through Carson Wealth and through a select group of partner financial advisors leveraging the Carson Institutional Advisory platform. Beyond investment management, Carson Institutional Advisory provides financial advisors with operational efficiencies that can reduce overall investment costs and offers access to comprehensive wealth planning as well as marketing and sales support.

Through the Peak Advisor Alliance, Carson Wealth Management Group provides expert financial advisor coaching, timely content and a friendly community to help financial advisors reach their peak of business and life success. Known as the "Advisor's Advisor," Peak Advisor Alliance is the country's largest financial advisor coaching and practice management company.


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*Please note that the amount of CWM, LLC¹s ³Assets under Advisement² is considerably larger than the amount of the firms regulatory ³Assets under Management.² Assets under Advisement include regulatory Assets under Management reported in CWM, LLC¹s Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC¹s regulatory Assets Under Management can be found in Item 5.F of CWM, LLC¹s Form ADV I, available at