Carson Group Newsroom
As a National RIA, Carson helps advisors navigate complexity and pursue meaningful growth by combining powerful capabilities, human understanding, and partnership. The Carson Newsroom is where you'll find company news, announcements, partnership updates, and stories from across our community.
Latest News
Carson Group Welcomes St. John & Associates to Carson Wealth Office in Milton, Ga.
Omaha, Neb. – Oct. 27, 2026 – Carson Group, a leading wealth advisory firm with over $66 billion* in assets under management (AUM), today announced that St. John & Associates, a family-owned wealth management firm based in Roswell, Ga., has joined the Carson Wealth office in Milton, Ga. The family-run team serves approximately $131 million …
Carson Group
October 27, 2026
Carson Group Debuts New Business Insights Feature, Turning Advisor Data into Growth Insights
Omaha, Neb. — Oct. 19, 2026 — Carson Group, a leading wealth advisory firm with over $66 billion* in assets under management (AUM), today announced the latest evolution of its proprietary artificial intelligence-powered platform, Steve AI. Business insights within Steve analyze an advisor’s business to help them better understand performance, identify opportunities and make informed …
Carson Group
October 19, 2026
Carson Group Names Matt Humphrey as Divisional President of Integrated Channel
Omaha, Neb. – Oct. 13 – Carson Group, a leading wealth advisory firm with over $65 billion* in assets under management (AUM), today announced that Matt Humphrey will join the firm as divisional president of its integrated advisor channel and a member of Carson’s executive leadership team. Humphrey will lead Carson Wealth’s W-2 advisor channel, …
Carson Group
October 13, 2026
Carson Group Expands Presence in New Jersey with Addition of Foran Financial Group
Omaha, Neb. — Oct. 8, 2026 — Carson Group, a leading wealth advisory firm with more than $65 billion* in assets under management (AUM), today announced that Foran Financial Group has joined Carson’s integrated advisor channel, becoming a Carson Wealth location in Somerville, NJ. The firm serves approximately $410M in advisory and brokerage assets and …
Shannon Greene
October 8, 2026
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