Omaha, Neb. – March 17, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced that Agrillo Financial Group has joined the firm as a new independent office. Led by Wealth Advisor Theodore “Ted” Agrillo III, the Bethpage, N.Y.- based practice serves approximately $160 million in advisory and retirement plan assets.
Founded by Katherine “Dee” Agrillo in the mid-1990s, Agrillo Financial Group was built as a family-run practice rooted in meaningful client relationships and a deeply personal approach to financial advice. They primarily serve individuals, families and small business owners, with a focus on helping women, widows and pre-retirees seeking thoughtful guidance through life transitions. While Dee remains active in the business, her son, Ted, has assumed leadership of the practice’s day-to-day operations and strategic direction.
“Our practice has always been about relationships, trust and making people feel like family,” said Ted Agrillo. “As we reached capacity with our existing tools, it became clear that if we wanted to continue serving clients at the level they deserve and grow the right way, we needed a partner that has the right technology, investment platform and operational support already in place. Carson stood out because they don’t just talk about support. With Carson, there’s a clear plan and a proven process that allows us to spend more time with clients and less time managing the back office.”
By partnering with Carson, Agrillo Financial Group gains access to Carson’s innovative technology and growth resources while maintaining independence and local ownership. They plan to expand the team over time, including the addition of junior advisors and support staff to ensure long-term continuity for clients.
“Ted and Dee have built something special over the past three decades—a practice grounded in trust, continuity and care,” said Gregg Johnson, National Sales Director of Carson Group. “Carson is designed to support advisors like the Agrillo team who want to remain independent while gaining access to modern technology, integrated investment solutions and a dedicated support structure. Our platform helps advisors scale intentionally, bring on the next generation of talent and pursue growth goals without sacrificing the client experience that made their businesses successful in the first place.”
About Carson Group
Carson Group manages over $57 billion* in assets and serves more than 60,000 client families among its advisory network of 165+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson Group and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/.
Carson Group is a DBA of CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services are offered through CWM, LLC. CWM, LLC is a subsidiary of Carson Group Holdings, LLC. *AUM amount is based on total assets under Carson Group Holdings, LLC., which include CWM, LLC and Northwest Capital Management, Inc.