Why Carson
Why Carson

Being a Carson Partner means both being independent and having access to world-class support.
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Run Your Business

Proven Processes, Great Platforms

Technology

Compliance

Operations

Investments

HR Support & Next Gen
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.
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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
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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.
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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.

Books

From Our Thought Leaders.

We don't just talk about our ideas — we write them down, too! Explore and get inspired by our latest published works.
Insights

Insights

Carson Group resources for financial advisors. Browse blogs, guides, books, podcasts, and more.
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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.
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News |

1 min

February 25, 2020

Do You Need A Trust? 8 Important Goals A Trust Can Help You Achieve

Article by Carson Group

Has it been awhile since you reviewed your estate planning strategy? If so, it may require some updating based on recent changes to laws impacting your tax and retirement planning.

See how an estate plan can help you accomplish a number of important goals

Full Article on Forbes

News |

2 min

Carson Group Welcomes Daniel Applegarth as New Chief Financial Officer

Article by Megan Belt

Carson Group, one of the fastest-growing financial services firms in the U.S., today announced that Daniel Applegarth has joined the company as Chief Financial Officer. In addition, Eric Vrba has joined the firm as Controller. Applegarth comes to Carson after an 18-year tenure at Orion Advisor Solutions, where he oversaw financial operations across the firm’s …

News |

2 min

Congratulations to Our 2024 Forbes Best-in-State Wealth Advisors

Article by Megan Belt

Carson Group announced that seven of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. The following advisors were recognized on this year’s list: #12 Jason …

News |

3 min

Industry Leaders Dani Fava and Heather Randolph Carter Join Carson Group’s Executive Team

Article by Megan Belt

Carson Group, one of the fastest-growing financial services firms with over $35.5 billion in client assets, announced today that Dani Fava has stepped into the newly vacated role of Chief Strategy Officer and Heather Randolph Carter will join the firm as Chief Marketing Officer. As members of Carson’s executive leadership team, they will play a …