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
Carson Group Welcomes Heritage Financial to Independent Advisor Channel
Omaha, Neb. – Sept. 29, 2026 – Carson Group, a leading wealth advisory firm with over $65 billion* in assets under management (AUM), today announced that Wealth Advisors Nikki Lude, CFP®, ChFC®, CAP®, BFA®, and Ciara Stewart, CFP®, have joined Carson’s independent advisor channel to launch Heritage Financial & Investment Services. The women-led team serves …
Carson Group
September 29, 2026
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