Omaha-based Carson Group says it is adding about $613 million in assets based on nine partner firms that joined it during the second quarter—which should bring total assets under management to over $6 billion. Plus, it expects $3.6 billion in assets to move onto its platform over the next six months, and that would bring its AUM to $9 billion by year-end.
Since January, 27 firms have become part of the organization. Eighteen were formerly affiliated with independent broker-dealers, seven with RIAs and two with wirehouse firms. This brings Carson Group to a total of 83 firms in 102 locations in 36 states.
“Our growth trajectory is exploding,” founder and CEO Ron Carson said in a statement. “We’re seeing increasingly larger firms open to this new level of partnership in adopting the Carson Wealth brand because they recognize the clear value they receive.”
One recent addition to Carson Group is Ruggie Wealth, which has roughly $577 million in assets, is led by founder and President Thomas Ruggie, ChFC, CFP, and is based in Tavares, Florida.
“We are excited to be joining a group of growth-minded professionals and innovators who have a deep understanding of the industry, a vast network of specialized services, proven investment strategies and an abiding passion for serving clients,” said Ruggie, in a statement.