CarsonAllaria Wealth Management, LTD.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$568,758,046
Clients
631
Advisors
6
across 2 offices
About
CarsonAllaria Wealth Management is a registered investment adviser that provides discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients), trusts, estates, corporations, and retirement plan sponsors and participants. The firm reports managing approximately $791.8 million on a discretionary basis and also offers retirement plan services, participant advice, and plan consulting under ERISA frameworks.
Portfolios are managed according to written client profiles and investment plans, with typical allocations across equities, ETFs, mutual funds, cash, and fixed income; the firm applies quantitative optimization, computer‑based risk/return analysis, and institutional share‑class selection in its process. CarsonAllaria conducts periodic account reviews, provides ERISA 3(21) and 3(38) fiduciary options for plans, and leverages third‑party platforms — including a Betterment sub‑advisory arrangement for some accounts and Morningstar technology for reporting, billing, and administrative functions.
What distinguishes the firm from many peers is the combination of a relatively large asset base managed by a six‑adviser team and an integrated offering that spans traditional discretionary wealth management and formal ERISA fiduciary services for employer plans. The firm’s advisors also maintain insurance and broker‑dealer registrations (with disclosed conflicts related to rollovers and insurance commissions), and CarsonAllaria leaves proxy voting authority with clients rather than voting proxies on their behalf.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial plans not to exceed $10,000
$0 - $250,000: $2,875 flat fee annually $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $7,000,000: 0.70% $7,000,001 - $10,000,000: 0.60% Over $10,000,000+: Negotiable
Insurance commissions and 12b-1 fees from insurance and brokerage products; commissions offset advisory fees when applicable
Hourly rate of $250 for financial planning if charged separately
Minimum fee: $2,875 annual advisory fee for accounts valued $0–$250,000 Fee-only: Financial planning fees up to $10,000; hourly rate $250/hour; consulting fees negotiated per project
Main office
See office1 Ginger Creek Meadows Dr
Glen Carbon IL 62034
Advisors at this office
5
Offices (2)
Most active in
Florida · Illinois · Missouri · Nebraska · Texas
Also doing business as
Carsonallaria Wealth Management, Ltd. · Meridian Financial Group, Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey W
Series 65
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Jeffrey Waters is a financial advisor with CarsonAllaria Wealth Management, LTD., holding a Series 65 designation and six years of industry experience. His career includes roles at Northwestern Mutual and Cambridge Investment Research prior to joining CarsonAllaria in 2019. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $791.8 million using a quantitative, client-profile-driven approach and offers integrated discretionary wealth management alongside ERISA fiduciary services.
Mark A
CFP®, Series 65, Series 63
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Mark Allaria is a CFP® professional with 14 years of industry experience, currently serving as a partner at CarsonAllaria Wealth Management, LTD. He has worked at Purshe Kaplan Sterling Investments, Mass Mutual Life Insurance Company, and Visionary Wealth Advisors, LLC. In addition to his advisory role, he is involved in servicing fixed insurance products. CarsonAllaria Wealth Management is a registered investment adviser managing approximately $791.8 million on a discretionary basis. The firm provides wealth management, financial planning, and ERISA fiduciary services to individuals, trusts, estates, corporations, and retirement plans, utilizing quantitative optimization and institutional share-class selection in its investment approach.
Joseph A
CFP®, Series 65
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Joseph Allaria is a CFP® professional with 13 years of industry experience. He has worked at CarsonAllaria Wealth Management, Ltd. since 2017 and previously held roles at Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he holds a licensed insurance agent designation. CarsonAllaria Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and consulting services. The firm uses a combination of quantitative models and traditional research, employs tax-sensitive techniques, and integrates third-party platforms such as Betterment to serve a broad range of clients.
Scott C
Series 63, Series 65
Fort Myers, FL
CarsonAllaria Wealth Management, LTD.
Scott Carson is a financial advisor with CarsonAllaria Wealth Management, LTD., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at CarsonAllaria since 2014 and concurrently with Purshe Kaplan Sterling Investments since 2013. In addition to advisory work, he operates a sole proprietorship providing non-variable insurance sales. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, consulting, and retirement plan advisory services. The firm uses quantitative optimization and a combination of traditional research and technology platforms, including a sub-advisory arrangement with Betterment, to tailor investment strategies and provide fiduciary and consulting services.
Tyler H
Series 65
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Tyler Hasty is a Series 65-licensed financial advisor at CarsonAllaria Wealth Management, LTD. with six years of industry experience, including three years at The Boeing Company and five years at Cardinal Investment Advisors. He is also a licensed life and health insurance agent. CarsonAllaria Wealth Management is a registered investment adviser managing approximately $791.8 million for individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs quantitative optimization and risk analysis to manage portfolios and offers a comprehensive range of discretionary wealth management and ERISA fiduciary services through a six-advisor team.
Michael W
CFP®, Series 66
Glen Carbon, IL
CarsonAllaria Wealth Management, LTD.
Michael Wiedner is a CFP® and holds a Series 66 license with 12 years of industry experience. He currently serves at CarsonAllaria Wealth Management, LTD. and has prior experience with Purshe Kaplan Sterling Investments, Edward Jones, Merrill Lynch, and CBS Corporation. Wiedner also acts as a FINRA dispute resolution arbitrator. CarsonAllaria Wealth Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $792 million on a discretionary basis, employing quantitative optimization and risk/return analysis to guide portfolios that include equities, ETFs, mutual funds, cash, and fixed income. The six-advisor team integrates traditional wealth management with ERISA fiduciary services for employer plans.
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