Why Carson
Why Carson

Being a Carson Partner means both being independent and having access to world-class support.
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Run Your Business

Proven Processes, Great Platforms

Technology

Compliance

Operations

Investments
Grow Your Business

Build Your Bottom Line

Marketing

M&A Support

Financial Planning
Love Your Business

Find Your Freedom

Delegate & Elevate

Succession Planning

Business Coaching & Training

Community
Community

Community

An inspiring network of growing financial advisors creating impact in their communities.
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Coaching

A Proven Roadmap

Executive Business Coaching

Carson Coaching Online
Group Coaching

Partners

Network With Peers

Growing a business is hard. But with the support of a network of peers -- and regular opportunities to learn from the strategies and tactics working in their own offices -- it gets a whole lot easier.

Events

Learn and Connect

Whether it's our big annual Excell Conference, our women in wealth management conference or a partners-only training webinar, we've got every need covered.

Community Impact

Make a Difference

At Carson, giving back is part of our core. And we not only say our partners should make a difference, but twice a year we honor partners who've done exemplary community service work.
Ways to Join

Ways to Join

Partnership options to suit your unique situation
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Coaching

A Proven Roadmap

Executive Business Coaching

Carson Coaching Online
Group Coaching

Partnership

Your Brand. Our Support.

To reach the next level of growth, you need to delegate and elevate yourself to CEO. We help do that while giving you the freedom to maintain full ownership.

Join a Partner

Tuck-in. Grow Together.

By joining an existing Carson Partner firm, you get to focus on the work you love without the burden of ownership.

Minority Investment

Control Plus Capital

Want national brand recognition and an infusion of capital? Explore taking on the Carson Wealth name while keeping a majority stake in your firm.

Full Acquisition

Sell Your Firm

Looking for a succession solution? When you sell your firm to Carson, you join a company with a mission to be the most trusted in financial advice.
About

About

Carson Group is an RIA and powerful platform for financial advisors to find their freedom.
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Team

Our Greatest Asset

We take pride in building the best team in the business, and our partners know that the industry thought leaders are working on their behalf.

Newsroom

Making Headlines.

When you do great work, people notice. See the latest examples of Carson's coverage in the national press.

Careers

Culture and Opportunity.

We're constantly on the lookout to help others grow in within their profession. Come learn about life at Carson.
Insights

Insights

Carson Group resources for financial advisors. Browse blogs, guides, books, podcasts, and more.
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Valuation Calculator

Know Your Business’ Worth

Interested in selling to or merging with another advisor? Our business valuation calculator can help you better understand your firm's value.

Framework

Practice Management Podcast

Exploring the financial services profession, talking with top names in the industry and tackling some of the biggest issues.

Facts vs. Feelings

Market Strategy Podcast

A deep dive into the market-moving events to cut through the noise and help you identify what really matters.

Investment Newsletter

From Our Thought Leaders

Stay on top of market trends with the Carson Investment Research Newsletter.
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News |

1 min

March 14, 2020

Carson Names Jamie Hopkins Managing Director of Carson Coaching

financial advisor wealth management

Article by Carson Group

The Carson Group announced it has named Jamie P. Hopkins, its director of retirement research since January 2019, as managing director of Carson Coaching.

Carson Group Coaching is a national financial advisor coaching and resource program, with over 1,200 coaching members and 5,000 graduates. Carson’s coaching program includes over 10 coaches with a combined 150 years of experience.

Full Article on Wealth Management

News |

3 min

Carson Group Enters Partnership with Crescent Financial

Article by Carson Group

Omaha, Neb. – July 17, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced a partnership with Crescent Financial, a wealth management business in Seneca, S.C., serving approximately $200 million AUM. The team is led by President Jan Fredman and Managing Partner Lori Kelley. …

News |

3 min

Carson Group Remains Bullish Amid Uncertainty for Remainder of 2025

Article by Carson Group

Omaha, Neb. – July 10, 2025 –Carson Group forecasts continued stock gains and improved sentiment in the second half of 2025, despite policy uncertainty. The company notes in its Midyear Market Outlook ’25: “Uncharted Waters,” that the hard data does not point to a recession and moderation on tariffs and deficit-financed tax relief may create …

News |

3 min

Carson Group Continues Expansion With Acquisition of Colorado Advisory Aveo Capital

Article by Carson Group

Omaha, Neb. – July 9, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Aveo Capital, a wealth advisory firm based in Englewood, Colo. The firm manages approximately $608 million in assets and will rebrand as a Carson Wealth location. Managing …