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 Kurt Mattson and Yari Capital to its Independent Advisor Channel
Omaha, Neb., Aug. 20, 2026 — Carson Group, a leading wealth advisory firm with over $62 billion* in assets under management (AUM), today announced that Yari Capital has joined the firm’s independent advisor channel. Led by Founder and Senior Wealth Advisor Kurt Mattson, CFP®, the firm serves approximately $405 million AUM. They join Carson from …
Carson Group
August 20, 2026
Carson Group Taps Kevin Peterson to Lead Recruiting for Independent Advisors
Omaha, Neb. — Aug. 17, 2026 — Carson Group, a leading wealth advisory firm with over $62 billion* in assets under management (AUM), today announced that Kevin Peterson has joined the firm as senior vice president of business development for its independent channel. In this role, Peterson will lead business development efforts, helping growth-minded independent …
Carson Group
August 17, 2026
Carson Group Welcomes Doyle and Loughman Wealth Management to Integrated Community
OMAHA, Neb. —  July 29, 2026 — Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced a new partnership with Doyle and Loughman Wealth Management. The New Hampshire based wealth management firm serves approximately $1.76 billion in advisory and brokerage assets and joins Carson from Wells …
Carson Group
July 29, 2026
Carson Group Creates Ownership Path for Advisors and Team Members with Equity Program
Omaha, Neb. – July 20, 2026 – Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the launch of its Equity Program, a new initiative that creates ownership opportunities for Carson’s high growth W-2 advisors and their exceptional team members. The innovative program reinforces Carson’s long-term …
Carson Group
July 20, 2026
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