News
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
Carson Wealth in Minneapolis Expands Partnership, Becomes Carson’s 1st Acquisition of 2026
Omaha, Neb. – Jan. 6, 2026 – Carson Group, a leading wealth advisory firm with over $53 billion* in assets under management (AUM), announced today that it has fully acquired the Carson Wealth location in Minneapolis, Minn. Led by Managing Partner and Wealth Advisor Jeremy Willner, the firm serves approximately $395 million in advisory and brokerage assets. …
Carson Group
January 6, 2026
Carson Group Adds $1.45 Billion Total Wealth Planning Team to Growing Roster of Advisors
Omaha, Neb. – Nov. 18, 2025 – Carson Group, a leading wealth advisory firm with over $50 billion* in assets under management (AUM), today announced a new strategic partnership with Total Wealth Planning, an Ohio-based wealth planning firm that serves approximately $1.45 billion in AUM. The 19 person firm will rebrand as Carson Wealth, becoming the firm’s …
Carson Group
November 18, 2025
Carson Group Launches Inaugural Mentorship Program to Strengthen the Next Generation of Advisors
Omaha, Neb. – Nov. 12, 2025 – Carson Group, a leading wealth advisory firm with over $50 billion* in assets under management (AUM), today announced the launch of the Carson Wealth Advisor Mentorship Program, a new initiative designed to strengthen connection, accelerate professional development and empower advisors to grow and lead within the Carson community. The program …
Carson Group
November 12, 2025
Carson Group Partners with Advisor James Fetters to Launch Blueprint Wealth Management
Omaha, Neb. – Nov. 5, 2025 – Carson Group, a leading wealth advisory firm with over $50 billion* in assets under management (AUM), announced today that wealth advisor James Fetters, CFP®, has joined the firm to launch his new independent practice, Blueprint Wealth Management. Based in Santa Monica, Calif., Fetters joins Carson Group from Northwestern Mutual, where …
Carson Group
November 5, 2025
Carson Group Surpasses $50 Billion in Assets Under Management as Growth Accelerates Across Business
Omaha, Neb. – Oct.9, 2025 – Carson Group, a leading wealth advisory firm based in Omaha, Neb., announced today that it has surpassed $50 billion in assets under management (AUM)*. This milestone comes as the company continues its third year of accelerated growth, fueled by transactions, advisor recruitment and technology innovation. It represents a $15 billion increase …
Carson Group
October 9, 2025
Carson Group Builds on Long-Standing Partnership with Expanded Investment in Pittsburgh
Omaha, Neb. – Oct.6, 2025 – Carson Group, a leading wealth advisory firm with over $49 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Pittsburgh, Pa. Led by Managing Partner and Wealth Advisor Neal McGrath, AIF®, CRPC®, AAMS®, the office serves approximately $358 million in AUM. McGrath’s …
Carson Group
October 6, 2025
Carson Group Expands into Alaska Through Partnership with Shilanski & Associates
Omaha, Neb. – Sept. 30, 2025 – Carson Group, a leading wealth advisory firm with more than $48 billion* in assets under management (AUM), today announced a new partnership with Shilanski & Associates, a comprehensive financial planning firm headquartered in Anchorage, Alaska. Shilanski & Associates, which manages approximately $436 million in assets, will retain its …
Carson Group
September 30, 2025