Carson Group Adds $405M AUM Team from Northwestern Mutual
Event summary
- Carson Group welcomes Yari Capital, led by Kurt Mattson, with $405M AUM, from Northwestern Mutual.
- Mattson's team includes Olivia Payne and a three-person support staff.
- Yari Capital serves high-earning professionals with a planning-first approach.
- Carson Group now manages over $62B in AUM across 165+ partner offices.
The big picture
Carson Group's addition of Yari Capital underscores the ongoing consolidation in the independent wealth advisory sector. The move highlights the strategic importance of scaling AUM while preserving advisor autonomy—a key differentiator in attracting high-caliber teams. This acquisition also reflects broader industry trends where firms are leveraging technology and advanced planning expertise to enhance client experiences.
What we're watching
- Integration Dynamics
- How Carson Group will assimilate Yari Capital's planning-first approach into its broader advisory network.
- Growth Strategy
- Whether Carson can sustain its expansion pace while maintaining advisor independence and fiduciary freedom.
- Competitive Positioning
- The pace at which Carson Group can differentiate itself in the crowded independent advisory space.
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