News
Carson Group Expands AI Offering with Client Intelligence, Giving Advisors Instant Household Insight
Omaha, Neb. – March 30, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the expansion of its advisor-centric AI platform, Steve, with the launch of Client Intelligence, a new capability that gives advisors instant visibility into what is happening within a client household. Built into …
Carson Group
March 30, 2026
Carson Group Welcomes Agrillo Financial Group on Long Island
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 …
Carson Group
March 17, 2026
Carson Wealth Welcomes Furstenau Financial, Expands Nebraska Presence
Omaha, Neb. – March 12, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), announced that Furstenau Financial has joined Carson Group as a new wholly owned Carson Wealth office. Based in Neligh, Neb., Managing Partner and Wealth Advisor Ryan Furstenau and his team join Carson from LPL …
Carson Group
March 12, 2026
Carson Group Reaches Milestone with Acquisition of ZeroCelsius Wealth Studio
Omaha, Neb. – March 5, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced that it has fully acquired ZeroCelsius Wealth Studio as Carson’s 40th wholly owned office. Led by Managing Partner and Wealth Advisor Ross Gott and Operations Manager Robin Laughinghouse, the practice …
Carson Group
March 5, 2026
Carson Group Expands in California with Acquisition of Applied Financial Planning
Omaha, Neb. – March 2, 2026 – Carson Group, a leading wealth advisory firm with over $56 billion* in assets under management (AUM), today announced the acquisition of partner firm Applied Financial Planning. Led by Managing Partners and Wealth Advisors William C. O’Connor, CFP®, EA, MPAS, and Sean Walker, MBA, the Irvine, Calif.-based firm reported serving approximately …
Carson Group
March 2, 2026
Carson Group Fully Acquires Carson Wealth in Scottsdale, Strengthening Next-Generation Advisory Firm
Omaha, Neb. – Feb. 10, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth office in Scottsdale, Ariz. Led by managing partner and wealth advisor Brent Pine, CFP®, CPA, MTax, the multigenerational firm is a long-time Carson partner …
Carson Group
February 10, 2026
Carson Wealth in Omaha Welcomes Financial Advisor Roger Augustyn
Omaha, Neb. – Feb. 4, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that seasoned financial advisor Roger Augustyn has joined the firm’s Omaha location. He joins from Osaic, where he reported having served approximately $103 million AUM. Augustyn brings nearly four decades of experience …
Carson Group
February 4, 2026
Carson Group Builds on Long-Standing Partnership and Expands Presence in Georgia
Omaha, Neb. – Feb. 2, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Milton, Ga. The office is led by Managing Partner and Wealth Advisor G.C. Lewis, CFP®, who reported serving approximately $218 million in …
Carson Group
February 2, 2026
Carson Group Acquires Midwest Firm Managing Half a Billion in Assets
Omaha, Neb. – Jan. 28, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that it has fully acquired Schlipman Wealth, a long‑time Carson partner that manages just over $500 million in AUM. As part of the move, the firm will rebrand as Carson Wealth in …
Carson Group
January 28, 2026
Bixler Financial Joins Carson Group to Accelerate Growth and Enhance Client Experience
Omaha, Neb. – Jan. 20, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that wealth advisors Keith Blythe and Jaime Gerber have joined the firm to launch a new independent practice, Bixler Financial. The former colleagues teamed up to join Carson Group and reported serving …
Carson Group
January 20, 2026
Carson Group Deepens Investment in Next Generation of Advisors with New Council, Career Path
Omaha, Neb. – Jan. 15, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced the launch of its inaugural NextGen Advisor Council and the rollout of a new Carson Wealth career pathing program, marking the next phase of the firm’s long-term commitment to developing and retaining …
Carson Group
January 15, 2026
Market Outlook: Carson Group Sees Bull Market Continuing in 2026
Omaha, Neb. – Jan. 8, 2026 – Carson Group, a leading wealth advisory firm with over $54 billion* in assets under management (AUM), today unveiled its highly anticipated Market Outlook 2026, “Riding the Wave,” forecasting continued economic expansion and robust market performance driven by fiscal stimulus, monetary easing and a historic surge in artificial intelligence (AI) investment. …
Carson Group
January 8, 2026