Being a Carson Partner means both being independent and having access to world-class support.
Run Your Business
Proven Processes, Great Platforms
HR Support & Next Gen
Grow Your Business
Build Your Bottom Line
Love Your Business
Find Your Freedom
Delegate & Elevate
Business Coaching & Training
An inspiring network of growing financial advisors creating impact in their communities.
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.
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.
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
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.
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.
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.
Carson Group is an RIA and powerful platform for financial advisors to find their freedom.
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.
When you do great work, people notice. See the latest examples of Carson's coverage in the national press.
Culture and Opportunity.
We're constantly on the lookout to help others grow in within their profession. Come learn about life at Carson.
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.