9/4/2023 0 Comments Aptus discoveryYou can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.Industry: Education Management, Business Consulting Servicesĭescription: Groundbreaking APTUS Assessments offer extraordinary, valuable insight into a person's development. is a registered trademark of CWM, LLC and may not be duplicated.Īdditional information about CWM, LLC and our advisors is also available online at or. This content cannot be copied without express written consent of CWM, LLC. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.Ĭopyright 2023 CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. 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. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. Barron’s Magazine Hall of Fame Inductee – Ron Carson, Octoissue. This recognition should not be construed as an endorsement of the advisor by any client. Listing in this publication is not a guarantee of future investment success. InvestmentNews Icons & Innovators: Awarded to Ron Carson (2016): Investment News Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Research summary as of 37,725 nominations received, based on thresholds –15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data,rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factorslike revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.įorbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). Please consult legal or tax professionals for specific information regarding your individual situation. It may not be used for the purpose of avoiding any federal tax penalties. The information in this material is not intended as tax or legal advice. The content is developed from sources believed to be providing accurate information.
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