|By PR Newswire||
|February 27, 2014 08:01 AM EST||
OMAHA, Neb., Feb. 27, 2014 /PRNewswire-iReach/ -- The editors at Barron's magazine have once again tapped Ron Carson as the top advisor in the state of Nebraska. This marks the eighth consecutive year that Carson and his team have been re-affirmed as the top advisor in the state. Carson is one of only a handful of advisors across the nation whom has made both Barron's Top Overall and Top Independent lists since inception, while also holding the #1 ranking in his home state for eight years. In August 2013, the CEO of Carson Wealth Management Group, Peak Advisor Alliance and Carson Institutional Alliance was recognized as #7 on Barron's list of America's top 100 independent financial advisors.
"Every year I am humbled to be included on such an impressive list with my colleagues from across the state," said Carson. "This recognition is really a testament to the commitment of my team for the past 30 years and their dedication to put the client's interest above everything else that we do. We are honored that the editors at Barron's recognize our team's hard work and dedication to go above and beyond for our clients."
2014 kicks off the 30th anniversary celebration of Carson Wealth Management Group, which has grown into one of the largest wealth advisory firms in the country advising on nearly $4.2 billion of advisor assets, which include assets under management*. Carson Wealth Management Group was founded by Carson in 1983 out of his college dorm room at the University of Nebraska-Lincoln. Headquartered in Omaha, Neb., the Carson Wealth Management Group staff size and the assets managed have doubled since Carson first appeared on the Barron's listing in 2007.
This is Barron's eighth annual ranking of the industry's top one-percent of independent advisors. The Barron's editors focus on total assets under advisement and revenue generated by the advisor's team, as well as the overall quality of the practice. Investment performance is not an explicit criterion, because clients' investment goals vary. In many cases, the objective is preservation of wealth, rather than market-trouncing returns. In 2014, more than 4,000 advisors were considered for the list and for the first time, independent registered investment advisors were included.
Founded in 1921, Barron's is published by Dow Jones, which is owned by News Corp.
About Carson Wealth Management Group
Carson Wealth Management Group was founded by Ron Carson in 1983. Through its three companies, Carson Wealth, Peak Advisor Alliance and Carson Institutional Alliance, the organization offers a range of services to high-net-worth investors and financial advisors serving the affluent marketplace. Based in Omaha, Neb., Carson Wealth Management Group's mission is to inspire clients, both investors and financial advisors, to achieve True Wealth through education, communication and service, which exceed their expectations. For more information, please visit www.carsonwealth.com.
*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 http://www.adviserinfo.sec.gov.
Media Contact: Jessica Taylor, Impact Communications, 913-649-5009, [email protected]
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SOURCE Carson Wealth Management Group
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