Why Carson
Why Carson

Being a Carson Partner means both being independent and having access to world-class support.
Learn More
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.
Learn More

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
Learn More

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.
Learn More

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.
Learn More

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.
Get Started

News |

1 min

March 16, 2020

Markets Plunge On Coronavirus Fears After Wednesday Highs

Article by Carson Group

Stocks dropped after Goldman Sachs warned that markets may be underestimating the impact of the coronavirus. The note comes after Apple, Adidas, Puma and many others warned their businesses could take a financial hit from the virus. We spoke to Scott Kubie, Senior Investment Strategist at Carson Wealth.

News |

2 min

Carson Group Fully Acquires Jacob William Advisory in Maryland

Article by Carson Group

Omaha, Neb. – July 1, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced that it will acquire Jacob William Advisory in Cockeysville, Md., led by founding partners and wealth advisors Mark Ring and Dan Morrison, CFP®, ChFC®, CASL®. The team manages approximately $300 million in …

News |

2 min

Carson Group Fully Acquires Carson Wealth Office In Salt Lake City

Article by Carson Group

Omaha, Neb. – June 23, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced that it will acquire its Carson Wealth location in Salt Lake City, Utah. A Carson Partner firm since 2017 and Carson Wealth office since 2022, the practice is led by Duane Toney, …

News |

3 min

Carson Group Honored for Civic Engagement by Greater Omaha Chamber

Article by Carson Group

Omaha, Neb. – June 12, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), has been recognized as a recipient of the 2025 Business Excellence Award in the area of civic engagement by the Greater Omaha Chamber of Commerce. This prestigious award honors Carson’s unwavering commitment to …