Tungsten Wealth Moves $320M From LPL Financial to Carson Group’s Independent Channel

May 28, 2026

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

April 8, 2026

Carson Wealth Acquires $245M Nebraska Firm Formerly With LPL

March 11, 2026

Carson Group Acquires $635M California RIA Applied Financial Planning

March 2, 2026

Carson Group Fully Acquires $395M Carson Wealth Location in Minneapolis

January 6, 2026

Carson Group Expands Into Alaska, Partnering With $436 Million-AUM Firm

October 1, 2025

Tax-Focused Team With $300M AUM Joins Carson’s Great Lakes Location

September 23, 2025

Carson Group Launches Private Client Services to Enhance HNW Client Experience

August 12, 2025

Carson Adds Penn. $353M-Asset Firm, Its 30th Wholly Owned Office

August 4, 2025

Carson Continues Rocky Mountain Expansion With Acquisition of $608M Wealth Advisory

July 10, 2025

Carson Group Acquires $570 Million-Asset Rocky Mountain Wealth Advisory Firm

June 10, 2025

Carson Group Fully Acquires $365 Million Sarasota-Based Advisory

May 28, 2025

Carson Group Acquires Michigan $314 Million AUM Firm, Expanding Midwest Presence

April 8, 2025

Carson Group Announces Partnership With $365 Million NorCal Team

January 28, 2025

Carson Group Acquires $1B AUM Carson Wealth Chicago

January 23, 2025

Carson Group Brings on $411 Million California-Based Financial Adviser Pair

January 16, 2025

Carson Group Expands Partnership With Cedar Rapids, Las Vegas Offices

January 7, 2025

Carson Announces Acquisition Deal With Sweet Financial

October 16, 2024

Carson Group Founder Steps Down as CEO, Appoints Burt White to Helm $35.5 Billion RIA

April 10, 2024

Carson Group Hires Former LPL Exec as Chief Market Strategist

July 27, 2022