Ron Carson

Ron Carson is Founder and CEO of Carson Wealth, one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. In 1993, Ron launched Peak Advisor Alliance as a way to share his insights and formulas for growing an exceptional advisory practice. Ron also founded Carson Institutional Alliance, a partnership that equips elite advisors with the tools they need to communicate with their clients on a deeper level including co-sourced investment management, an integrated marketing strategy & customized materials, an on-demand succession solution and more. Ron first began honing his core principles while working from his dorm room at the University of Nebraska in 1983: a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually and innovate. These driving principles enabled Ron’s firm, Carson Wealth Management Group to grow to nearly $6 billion in assets under advisement, which includes assets under management,* and have led Ron to become LPL Financial’s top-ranked registered representative for 23 consecutive years. He has also received countless other accolades, including top 10 rankings annually from Barron’s and Registered Rep magazine.* Most recently he was inducted into Barron’s inaugural Hall of Fame.* He is one of the most celebrated and respected financial advisors and executives in the industry — and is a sought after speaker, thinker and investment strategist. In the spring of 2012, Ron continued to expand his industry leadership by co-founding aRIA. aRIA is a “think-tank” study group comprised of six elite RIA firms, which collectively manage more than $18 billion in client assets, and Advisor Growth Strategies, a leading consulting firm serving the wealth management industry. The group offers insight for advisors considering ways to enhance their firms’ enterprise values. aRIA meets regularly, releasing thought leadership pieces directed toward independent and wirehouse advisors interested in exploring long-term growth strategies. As a member of the Financial Advisor Council of CNBC, Ron also writes guest columns and provides insight and frontline perspective to the CNBC Digital news team. In 2014, Ron joined The American College of Financial Services board of trustees for a three year term. The College offers turnkey programs that produce effective advisors who are able to join a team and make an impact immediately, helping the industry by adding capacity and building our next generation of advisors. Ron’s academic credentials include being a Certified Financial Planner®, Certified Fund Specialist and a Chartered Financial Consultant. He holds the Series 7, 24 and 63 through LPL Financial and Series 65 through CWM, LLC.