News
Carson Group Raises 2026 S&P 500 Target as AI Investment, Earnings Growth and a Resilient Economy Support Continued Market Momentum
Omaha, Neb. — July 14, 2026 — Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today released its 2026 Midyear Outlook, “Still Riding the Wave.” The report finds that while the second half of the year may bring choppier conditions for investors, the combination of accelerating artificial …
Carson Group
July 14, 2026
Carson Group Welcomes Pinnacle Wealth Management Team to the Carson Wealth Office in Roseville, California
Omaha, Neb. – July 9, 2026 – Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of Pinnacle Wealth Management, a California-based advisory firm led by Managing Partners and Wealth Advisors Jack Zboralske, AIF®, and Kenyon Lederer, CFP®, ChFC, CFS. The team will operate …
Carson Group
July 9, 2026
Carson Wealth Expands Northern Kentucky Presence with Integration of FFR Wealth Team
Omaha, Neb. – July 7, 2026 – Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of FFR Wealth Team, which has transitioned to an integrated Carson Wealth office. The team serves approximately $201 million AUM. Based in Covington, Ky., the FFR Wealth Team …
Carson Group
July 7, 2026
Ted Swenson Transitions to Carson Wealth Integrated Office in Colorado
Omaha, Neb. – June 30, 2026 – Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of the practice led by Managing Partner and Wealth Advisor Ted Swenson, CFP®. Based in Arvada, Colo., Swenson serves approximately $270 million in advisory and brokerage assets. Swenson …
Carson Group
June 30, 2026
Jackson Wealth Management Selects Carson Group for Strategic Partnership to Accelerate Next Phase of Growth
Omaha, Neb. – June 5, 2026 – Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced the acquisition of Jackson Wealth Management, which selected Carson Group as its strategic partner as the firm enters the next phase of growth and expansion. The Lake Mary, Fla.-based firm …
Carson Group
June 5, 2026
Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel
Omaha, Neb. – May 28, 2026 – Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced that Tungsten Wealth Management has joined the firm’s independent advisor channel. Led by founding partners and wealth advisors Shawn Peschke, CFP®, CWS®, and Rob Frits, CFP®, CWS®, the firm serves …
Carson Group
May 28, 2026
Carson Group Launches Estate Planning Capability to Help Advisors Drive Growth and Retention
Omaha, Neb. – May 26, 2026 – Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced a new estate planning capability designed to help advisors turn estate planning into a driver of client retention, multi-generational relationship growth and long-term business expansion amid the ongoing generational wealth …
Carson Group
May 26, 2026
Carson Group Integrates Meikle Financial Group as Carson Wealth Office
Omaha, Neb. – May 19, 2026 – Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced the integration of Meikle Financial Group, which will transition to a Carson Wealth office. The team, led by experienced Managing Partners and Wealth Advisors Dail Meikle and Bruce Eisenhauer, serves …
Carson Group
May 19, 2026
Carson Group Expands Presence in the Great Lakes Region with Harbor Wealth Management Acquisition
Omaha, Neb. – April 28, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the acquisition of Harbor Wealth Management, a Green Bay, Wis.-based advisory firm serving approximately $396 million AUM. The firm is led by Partners and Senior Wealth Advisors Eric Heus and …
Carson Group
April 28, 2026
Carson Group Announces 2026 Women in Wealth Management Recipients, Reinforcing Commitment to Advancing Women in the Industry
Omaha, Neb. – April 23, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the recipients of its 2026 Women in Wealth Management Awards, honoring outstanding women in the financial services industry who are driving meaningful change, strengthening their communities and helping shape the …
Carson Group
April 23, 2026
Carson Group Expands in Utah with Full Integration of Carson Wealth in Murray
Omaha, Neb. – April 22, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the acquisition of Carson Wealth in Murray, Utah, led by Managing Partner and Wealth Advisor Thom Hall, CFP®, ChFC®. The practice manages approximately $160 million in AUM and becomes Carson’s …
Carson Group
April 22, 2026
Carson Welcomes Financial Advisor Tad Singer Back to the Carson Wealth Office in Omaha
Omaha, Neb. – April 7, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced financial advisor Tad Singer, has rejoined the Carson Wealth office in Omaha, Neb., bringing approximately $104 million AUM to Carson and leveraging the firm’s advisor-first platform, integrated technology and practitioner-led model. Singer …
Carson Group
April 7, 2026