Carson Group Adds $534M in AUM With Midwest, Southwest Expansions

Carson Group has added approximately $534 million in assets under management through two moves – the return of a veteran adviser to the firm’s Omaha headquarters and the full acquisition of its Scottsdale partner firm.

In a move described by the firm as a “full circle moment,” financial adviser Tad Singer has rejoined the Carson Wealth office in Omaha, Neb. Singer brings approximately $104 million in AUM back to the firm where he spent the first 16 years of his career.

Singer, who has nearly four decades of total industry experience, specializes in high-net-worth strategies, including tax and estate planning. He holds niche expertise in building wealth for early-stage business owners and medical professionals, informed by his role as a board member for the Creighton University Medical Center Bergan Mercy Center.

“This move feels like I am coming home,” Singer said. “I want to work with a firm that cares about my clients as much as I do … I couldn’t be happier to be back.”

Carson Group has also completed the full acquisition of the Carson Wealth office in Scottsdale, Ariz. This multigenerational firm, led by managing partner Brent Pine, manages approximately $430 million in AUM.

Pine, a fourth-generation Arizona native, has a deep history with Carson. In 2001, he founded Integrated Wealth Management following a career in public accounting. In 2011, he began a 10-year affiliation with Carson Coaching. In 2021, he entered a minority equity partnership and rebranded as Carson Wealth Scottsdale.

Pine is joined in the Scottsdale office by partners and wealth advisers Mark Jones, Luke Pine, and Torrey Pine.

Burt White, CEO of Carson Group, emphasized that these additions reflect the strength of the firm’s “adviser-first” platform. “Our platform is designed to help advisers elevate their client experience, access deeper planning capabilities, and grow with the backing of a full enterprise,” White stated.

Also last quarter, Carson Group acquired Furstenau Financial, another Nebraska-based team which reported serving approximately $245 million in assets under advisement prior to the move from LPL Financial.

Carson Group serves more than 60,000 client families among its advisory network of 165+ partner offices, including more than 50 Carson Wealth locations.

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