Carson Group Expands New Hampshire Footprint with $1.76 Billion Advisory Acquisition — Carson Group Holdings, LLC

Event summary

Carson Group acquires Doyle and Loughman Wealth Management, a New Hampshire-based firm managing $1.76 billion in assets.
The deal marks Carson's second advisory office in Hanover, NH, expanding its presence in the region.
Doyle and Loughman's team of 9 joins Carson, bringing specialized expertise in multigenerational family wealth management.
Transaction aligns with Carson’s strategy to partner with high-performing advisory firms seeking scale and capabilities.

The big picture

This acquisition reinforces Carson Group's strategy of organic and inorganic growth through partnerships with established advisory firms. The deal underscores a broader industry trend where mid-sized wealth managers seek scale and advanced capabilities to compete against larger institutional players. With over $60 billion in AUM, Carson is positioning itself as a dominant platform for independent advisors looking to maintain autonomy while accessing enterprise-level resources.

What we're watching

Integration Challenges: How Carson will balance preserving Doyle and Loughman's culture while integrating its operational platform.
Market Expansion: Whether this deal accelerates Carson’s growth in the Northeast, a region with high concentrations of affluent families.
Competitive Dynamics: The pace at which other independent advisory consolidators replicate Carson’s model to attract high-performing teams.