Carlson Capital Management is again included in Financial Advisor magazine’s annual listing of the nation’s top RIA firms.
On an annual basis Financial Advisor 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 in this ranking and paid no fees to the magazine to promote this ranking. CCM completed a survey in order to be considered for this ranking. According to FA Magazine, 529 firms responded and are listed by assets under management. FA magazine independently sets its ranking criteria and CCM has no influence on the criteria.