Fort Myers, FL Office

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.