Manage Your Wealth, Simply.
You deserve more than just average financial planning. Get matched with experienced stockbrokers who can help you build a stronger investment strategy designed for higher monthly or annual returns, so your money works harder for you.
I’ve been with Carson Wealth for several years and have been completely satisfied with their services. They are responsive and highly knowledgeable about investments and managing my accounts. Highly recommend.
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 more than just average financial planning. Get matched with experienced stockbrokers who can help you build a stronger investment strategy designed for higher monthly or annual returns, so your money works harder for you.
Accolades and Coverage of our Stockbrokers
GCBank
Fidelity
Interactive Brokers
Charles Schwab
Vanguard
Tastytrade
How it Works
Our quick quiz connects you with a professional stockbroker who becomes your personal guide to smarter investing. By understanding your financial goals, risk tolerance, and investment style, your matched broker will help you create and manage a portfolio built to grow your wealth whether you’re seeking consistent monthly income or long-term financial growth.
Your broker takes care of everything from market research and analysis to executing trades so you can focus on your goals with confidence. With personalized strategies and expert guidance, your investments are carefully managed to maximize returns while reducing risks.
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Why Use Carson Wealth’s Match Technology?
Helps find trusted stockbrokers near you
SEC-Registered
Here to help design customized plans for you and your family
Helps find trusted Stockbrokers 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
$39.5 billion in assets under management 1
Founded by Barron’s Hall of Fame Stockbroker, Ron Carson
Top 10 Barron’s
RIA firm
Awarded to Carson Wealth (2024)
OUR SERVICES
Find Stockbrokers Near You
Find Stockbrokers Near You
Still Not Sure You Need A Stockbroker?
HOW A STOCKBROKERS CAN HELP
A stockbroker helps you grow your money through smart, strategic investing. They guide you in choosing the right stocks, bonds, and funds to match your goals, risk level, and timeline. With expert advice and market insight, they work to maximize your monthly or yearly returns while minimizing risk so your money keeps working for you. .
A recent study found that an stockbroker-managed portfolio could produce an additional 10% value add annually over a self-managed (DIY) portfolio.2 A financial Stockbroker can also.2 A financial Stockbroker can also:
Save you time
2 Envestnet, “Capital Sigma: The Stockbroker Advantage,” 2019. https://www.investpmc.com/sites/default/files/documents/PMC-CAP-SIGMA.pdf
WHEN DO YOU NEED A STOCKBROKER?
Nearly 5 in 10 Americans want stockbroker but aren’t sure where to get it. 5 Don’t let these common misperceptions stand in your way from getting the advice you deserve:.3 Don’t let these common misperceptions stand in your way from getting the advice you deserve:
Find The Right Stockbroker For You
Find The Right Stockbroker For You
Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Stockbrokers inducted into the Hall of Game include those who were recipients of the Barron’s Top 100 Independent Stockbrokers 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 Stockbrokers. 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 Stockbrokers have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an Stockbroker’s investment-picking abilities. Ron Carson is a non-registered associate of Cetera Stockbroker Networks.