Carson Group
Carson Group Welcomes Intrinsic Investors to Great Lakes Team
Omaha, Neb. – Sept. 22, 2026 – Carson Group, a leading wealth advisory firm with over $65 billion* in assets under management (AUM), today announced that Intrinsic Investors, a Wisconsin-based wealth management team serving approximately $145 million in AUM, has joined Carson Wealth in Great Lakes. The Intrinsic team includes Wealth Advisors William “Bill” Fons …
Carson Group
September 22, 2026
Carson Group Reaches Milestone 50 Integrated Offices with Addition of Elios Financial Group
Omaha, Neb. – Sept. 14, 2026 – Carson Group, a leading wealth advisory firm with over $65 billion* in assets under management (AUM), today announced the acquisition of Elios Financial Group, marking the company’s 50th integrated office. Led by Managing Partner and Wealth Advisor James Elios, MBA, ChFC®, CLU®, AIF®, the Ohio-based wealth management firm …
Carson Group
September 14, 2026
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
Carson Group Raises 2026 S&P 500 Target as AI Investment, Earnings Growth and a Resilient Economy Support Continued Market Momentum
Omaha, Neb. — July 14, 2026 — Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today released its 2026 Midyear Outlook, “Still Riding the Wave.” The report finds that while the second half of the year may bring choppier conditions for investors, the combination of accelerating artificial …
Carson Group
July 14, 2026
Carson Group Welcomes Pinnacle Wealth Management Team to the Carson Wealth Office in Roseville, California
Omaha, Neb. – July 9, 2026 – Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of Pinnacle Wealth Management, a California-based advisory firm led by Managing Partners and Wealth Advisors Jack Zboralske, AIF®, and Kenyon Lederer, CFP®, ChFC, CFS. The team will operate …
Carson Group
July 9, 2026
Carson Wealth Expands Northern Kentucky Presence with Integration of FFR Wealth Team
Omaha, Neb. – July 7, 2026 – Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of FFR Wealth Team, which has transitioned to an integrated Carson Wealth office. The team serves approximately $201 million AUM. Based in Covington, Ky., the FFR Wealth Team …
Carson Group
July 7, 2026
Ted Swenson Transitions to Carson Wealth Integrated Office in Colorado
Omaha, Neb. – June 30, 2026 – Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of the practice led by Managing Partner and Wealth Advisor Ted Swenson, CFP®. Based in Arvada, Colo., Swenson serves approximately $270 million in advisory and brokerage assets. Swenson …
Carson Group
June 30, 2026