Carson Group Expands Colorado Footprint with $270M Advisor Acquisition — Carson Group Holdings, LLC

Event summary

Carson Group acquires Ted Swenson's advisory practice, adding $270M in AUM.
Swenson's Arvada-based team becomes Carson Wealth's 47th integrated office.
The acquisition follows an eight-year affiliation with Carson's coaching programs.
Carson Group now manages over $60B in total assets across its advisory network.

The big picture

This deal continues the industry trend of RIA consolidation, with larger firms absorbing independent advisors to gain scale and planning capabilities. The acquisition highlights Carson's focus on comprehensive financial planning as a differentiator in an increasingly competitive wealth management landscape. With over $60B in AUM, Carson is positioning itself as a major player in the advisor integration space.

What we're watching

Integration Pace: How quickly Carson can assimilate Swenson's team into its integrated platform model.
Colorado Strategy: Whether this acquisition signals broader expansion plans in the Rocky Mountain region.
Advisor Retention: The effectiveness of Carson's support systems in keeping acquired advisors long-term.