Carson Group Integrates Buckley Investment Group as 42nd Office
Event summary
- Carson Group acquires Buckley Investment Group, a $120M AUM team in Walla Walla, Wash., integrating it as its 42nd office.
- Buckley Investment Group, founded in 2003, joins Carson after operating as an independent office since 2023.
- The acquisition strengthens Carson’s centralized investment management platform and operational infrastructure.
- John Buckley and Shannon Ebding will maintain local presence while leveraging Carson’s resources for long-term continuity.
The big picture
The acquisition reflects the ongoing consolidation trend in wealth management, where independent advisors seek scale and operational support while maintaining autonomy. Carson’s integrated office model aims to streamline operations and enhance client service, positioning the firm for long-term growth in a competitive landscape. With over $57B in AUM, Carson is leveraging strategic partnerships to strengthen its market position.
What we're watching
- Integration Execution
- How Carson will balance operational consolidation with preserving Buckley’s local culture and client relationships.
- Succession Dynamics
- Whether the acquisition model can sustain advisor transitions and long-term client retention.
- Geographic Expansion
- The pace at which Carson will continue expanding its footprint in regional markets.
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