Carson Group Tops $20B in Assets

By Janet Levaux

News February 07, 2022 at 03:07 PM

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Carson Group says advisors in its network have now topped $20 billion in assets under management, up about 32% from $15.1 billion a year ago.

These assets are now managed by 120 partner advisory firms versus 105 firms a year earlier (and 50 firms in 2017).

Carson now has 300 employees, whom it refers to as "stakeholders." That number rose by 50 in 2021. In June, the company opened its new 200,000-square-foot, Omaha-based headquarters.

"These milestones mean more to us than just growth; they speak to the expanded impact we have on tens of thousands of people around the country," said Ron Carson, founder and CEO of Carson Group. "Our partners and our stakeholders share our commitment to making this impact and believe in our goal of always doing what's in the client's best interest."

Thanks to Bain Capital's investment, the firm says, it is focused on boosting organic growth, technology development and expansion through mergers and acquisitions.

"We want to continue to attract advisors that want to be a part of something bigger than themselves," the CEO said. "In just a few years, the independent space will look so much different than it does today."

Looking ahead, the firm aims to become the "single source" of advice for its clients and use technology to provide them with "a frictionless … experience," he adds. "If we can do this, our impact will be exponential."

Pictured: Ron Carson, CEO of Carson Group

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