Cockeysville, MD Office

Team
Updated today
Carson Wealth logo

Carson Wealth

Enterprise

Firm-wide stats for Carson Wealth

Total advisors

656

Across 225 offices

Clients per advisor

80 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

CWM, LLC is an SEC‑registered investment adviser operating an enterprise platform that oversees roughly $50.6 billion through a network of partner offices and more than 650 advisors. The firm provides a range of services including discretionary asset management, financial planning, variable sub‑account management for annuities, sub‑advisory relationships, and retirement plan services (including 3(38) investment management via a Vestwell partnership).

The firm’s investment work is driven by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs, and it offers tailored solutions such as Orion Custom Indexing, access to iCapital alternative investments, and third‑party sub‑advisors. CWM delivers ongoing portfolio oversight, IPS‑driven selection and monitoring, and integrates custodial and technology relationships (Fidelity, Schwab, Goldman Sachs) to support execution, reporting, and fee billing.

Compared with many large peers, the brochure discloses marketing of predecessor performance, an activity that is relatively uncommon among enterprise advisors of this size, and it highlights extensive platform and commercial arrangements (revenue sharing with Flourish Cash, parent‑company investments in document providers, a Premier Partner investment universe and lead‑generation program) that shape how services are delivered. The firm emphasizes corporate, institutional and high‑net‑worth business lines and describes its retirement fiduciary capabilities prominently while the brochure does not emphasize services targeted specifically to charitable organizations.

Based on Carson Wealth

Expertise

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies

Based on Carson Wealth

Location

4 North Park Drive, Ste 402

Cockeysville MD 21030

Advisors at this office

5

Advisors at this office

user avatar

Matthew R

Series 65

Cockeysville, MD

Carson Wealth

Matthew Rodgville is a Series 65 licensed financial advisor at Carson Wealth with one year of industry experience. His prior roles include positions at Jacob William Advisory and Assured Partners, as well as involvement with the Tulane University Athletic Department. CWM, LLC operates as an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees model portfolios and tailored investment solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

David H

Series 65

Cockeysville, MD

Carson Wealth

David Hodnett is a financial advisor at Carson Wealth with Series 65 credentials and two years of industry experience. He previously worked at Brown Advisory for ten years and has held roles at UPD Consulting and Jacob William Advisory. Outside of his advisory work, he serves on the boards of the Forest Hill Swim and Tennis Club and the University of Maryland Francis King Carey School of Law Alumni Association. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan management, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

Mark R

Series 63, Series 65

Cockeysville, MD

Carson Wealth

Mark Ring is a financial advisor at Carson Wealth with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Jacob William Advisory and Jacob William, Inc. Ring serves as a board member for the Baltimore chapter of the Boy Scouts of America and the Maryland Council of Economic Education. CWM, LLC, the firm where he practices, is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to guide portfolio construction and providing tailored investment solutions through various platforms and third-party sub-advisors.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

William M

CFP®, ChFC®, Series 63, Series 65

Cockeysville, MD

Carson Wealth

William Morrison is a CFP® and ChFC® with 22 years of industry experience. He is an investment advisory representative affiliated with Carson Wealth and has previously worked at Jacob William Advisory, CWM, LLC, Jacob William, Inc., and Hornor, Townsend & Kent, LLC. Morrison serves on the board of the University of Baltimore Foundation, is an adjunct professor at Towson University, and is a board member of the Pro Bono Counseling Project. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

Christina S

CFP®, Series 63

Cockeysville, MD

Carson Wealth

Christina Snyder is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Carson Wealth. She has held roles at Jacob William Advisory, CWM, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance. Outside of her advisory work, Christina is involved in several community and professional organizations, including serving as Co-President of Women in Insurance & Financial Services and as a board member of the Hearing & Speech Agency of Baltimore. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides services such as discretionary asset management, financial planning, and retirement plan services, supported by a dedicated investment committee and a range of tailored portfolio solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)