Financial Advisor magazine has included Carlson Capital Management in its 2020 RIA Ranking, an annual list of independent registered investment advisors, ranked by assets under management. CCM has a long history of being ranked in Financial Advisor.
As one of the most-read industry publications, Financial Advisor reaches more than 100,000 readers each month, delivering market information and investment strategies to decision-makers.
In addition to the honor from Financial Advisor, CCM has been recognized by Financial Times—being named to the publication’s annual listing FT 300: Top Registered Investment Advisers.
On an annual basis Financial Advisor (FA) magazine invites Registered Investment Advisor (RIA) firms to complete a survey for this ranking. Their specific criteria for ranking is not included in their summary article. CCM paid no fees to be included this ranking and CCM paid no fees to the magazine to promote this ranking. CCM completed a survey in order to be considered for this ranking. In 2020 FA Magazine included 715 firms listed by assets under management. The number of firms participating wasn’t disclosed. FA magazine independently sets its ranking criteria and CCM has no influence on the criteria.
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