Filings through .
Carson Allaria Wealth Management
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served6+1 YoYRank #2211 of mapped providers
Assets under administration$525M0.0%Rank #8072 by share of filed assets
Fees received$204,198Median $41,948/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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