Carson Group Holdings, LLC

Carson Group is a financial services firm headquartered in Omaha, Nebraska, dedicated to empowering financial advisors and serving investors across the United States. Its core mission is to be the most trusted provider of financial advice, emphasizing a client-first and planning-first approach. The company was founded in 1983 by Ron Carson and has grown to serve over 60,000 client families through a network of more than 165 partner offices and over 650 advisors nationwide.

Carson Group operates through a unified three-part model comprising Carson Wealth, Carson Coaching, and Carson Partners. Carson Wealth provides direct wealth management, investment advisory, and financial planning services to individual investors. Carson Coaching offers business coaching and a proven growth roadmap to financial advisors, while Carson Partners provides independent advisory firms with enterprise-level resources such as technology, compliance tools, investment research, and marketing support. The firm also offers specialized services, including succession planning, mergers and acquisitions support, and private client services for high-net-worth individuals.

Under the leadership of CEO Burt White, who took the helm in 2024, Carson Group has pursued an aggressive growth strategy, marked by significant M&A activity and technological innovation. The company surpassed $57 billion in assets under management (AUM) as of April 2026, driven by acquisitions and advisor recruitment. Recent notable integrations in early 2026 include Harbor Wealth Management, Schlipman Wealth, and Buckley Investment Group. Carson Group is privately held and backed by private equity firm Bain Capital, which took a minority stake in 2021 to fuel its expansion. The firm continues to invest in technology, including an AI assistant named Steve and Client Intelligence capabilities, to enhance advisor efficiency and client experience.