Financial Advisor magazine has included Carlson Capital Management in its 2021 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 80,000 readers each month, delivering market information and investment strategies to decision-makers.
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 2021, FA Magazine included 607 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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