$1.76B Wells Fargo Advisors Team Joins Carson Group

July 29, 2026

Jackson Wealth Management Leaves Osaic for Carson Group in $1.1 Billion Move

June 5, 2026

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