Articles from Carson Group

Omaha, Neb., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $50 billion* in assets under management (AUM), today announced a new strategic partnership with Total Wealth Planning, an Ohio-based wealth planning firm that serves approximately $1.45 billion in AUM. The 19 person firm will rebrand as Carson Wealth, becoming the firm’s 34th wholly owned office.

Momentum driven by M&A activity, breakthrough technology and a surge of top-tier advisor recruits.

Omaha, Neb., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $49 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Pittsburgh, Pa. Led by Managing Partner and Wealth Advisor Neal McGrath, AIF®, CRPC®, AAMS®, the office serves approximately $358 million in AUM.

Shilanski & Associates becomes the latest to join the company's 150-plus partner offices and represents its first in Alaska

Omaha, Neb., Sept. 22, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Senior Wealth Advisors Greg Diamond, CPA, and Neil Cohen, CPA, of GCD Advisors have moved to Carson Wealth, joining the firm’s Great Lakes-area office led by Mark McCallum, CFP®, MBA, Managing Partner. Diamond and Cohen serve approximately $300 million AUM.

Omaha, Neb., Sept. 18, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Akron, Ohio-based Wells Trecaso Financial Group has joined Carson Wealth. Led by Managing Partners and Wealth Advisors Douglas Wells and Ralph Trecaso, the firm serves approximately $570 million AUM.

Omaha, Neb., Sept. 04, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced the addition of four experienced leaders to its growing team, reinforcing the firm’s commitment to delivering top-tier talent and resources to its advisors and clients nationwide.

New program empowers advisors to serve high-net-worth clients with personalized, high-impact financial strategies

Expanded relationship supports new business initiatives and opportunities for growth

Omaha, Neb., July 23, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), announced today the appointment of Cara Williams to its Board of Directors. Drawing on her deep experience in wealth management, Williams will serve as an advisor to the Carson management team, helping to drive highly-practical, relevant and value-added outcomes.

Aveo Capital will become wholly owned by Carson Group under current leadership team

Expanded relationship supports new business initiatives and opportunities for growth

Expanded relationship supports new business initiatives and opportunities for growth

Omaha, Neb., June 10, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Wambolt & Associates, a wealth advisory firm based in Littleton, Colo. Led by Founder and Managing Partner / Wealth Advisor Greg Wambolt, the team manages approximately $570 million in assets.

SRQ Wealth to become wholly-owned by Carson Group under current leadership team

Annual Report Highlights How Many Female Financial Advisors Prioritize Client Satisfaction Over Traditional Metrics to Redefine Success

Chatbot empowers advisor growth by improving efficiency