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Barron’s Top 50 RIA Firms

The nation’s largest independent advisory firms have their sights set on growth, and an accelerating consolidation in the industry is likely to fuel it. Carson Group ranks #9 for 2019.

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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.