News
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
Team at GCD Advisors joins existing Carson Wealth office in Great Lakes
Omaha, Neb. – Sept. 22, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Senior Wealth Advisors Greg Diamond, CPA, and Neil Cohen, CPA, of GCD Advisors have moved to Carson Wealth, joining the firm’s Great Lakes-area office led by Mark McCallum, CFP®, MBA, Managing …
Carson Group
September 22, 2025
Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth
Omaha, Neb. – Sept. 18, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Akron, Ohio-based Wells Trecaso Financial Group has joined Carson Wealth. Led by Managing Partners and Wealth Advisors Douglas Wells and Ralph Trecaso, the firm serves approximately $570 million AUM. Wells and …
Carson Group
September 18, 2025
Carson Group Strengthens Leadership and Expertise with Key Industry Hires
Omaha, Neb. – Sept. 4, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced the addition of four experienced leaders to its growing team, reinforcing the firm’s commitment to delivering top-tier talent and resources to its advisors and clients nationwide. The hires bolster Carson’s bench across …
Carson Group
September 4, 2025
Carson Group Launches Private Client Services to Elevate High-Net-Worth Advisory Offering
Omaha, Neb. – Aug. 11, 2025 – Carson Group, a leading wealth advisory firm with over $45 billion* in assets under management (AUM), is expanding its offerings for advisors with the launch of Private Client Services, a suite of white-glove solutions designed to help Carson advisors serve and retain high-net-worth (HNW) clients. The expansion reflects …
Carson Group
August 11, 2025
Carson Group Acquires Carson Wealth Location in Doylestown, Pa.
Omaha, Neb. – Aug. 4, 2025 – Carson Group, a leading wealth advisory firm with over $45 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Doylestown, Pa. This strategic move marks Carson’s 30th wholly owned office nationwide and reflects the firm’s continued investment in deepening its presence …
Carson Group
August 4, 2025