News Item

Carson Adds $350M and $150M RIAs to Partnership Network

Posted on November 19, 2019

Omaha, Neb.-based Carson Group has added two RIAs to its partnership network.

The first of these is $350 million Yuma Investment Group Wealth Management, a financial planning firm founded in 1991.

The second is Diamond Wealth Management, a Las Vegas, Nevada-based firm with $150 million in assets under management.

Advisors who affiliate with Carson Group through Carson Partners keep all of the equity in their business and pay the firm a basis point fee for access to its investment platform and technology stack.

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