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October 16, 2018 at 11:30 AM
Carson Group has announced that in the third quarter it added $1.2 billion in committed assets and 12 new firms, bringing the total to 29 firms joining as partners during 2018.
It now manages $15 billion in assets under advisement and serves 18,731 families. The firm, which was named as one of Barron’s top 40 RIA firms, says that it expects to have 92 partner firms in 37 states across the country by the end of the year.
The drive to join the firm is being encouraged by its equity swap model, it says, wherein advisors have the option to rebrand as a Carson Wealth office for a percentage of equity. The most recent to join is Maryland-headquartered Cornerstone Wealth Management Group, led by partner Scott Ford. Cornerstone manages $775 million in assets under advisement.
The third quarter was busy for another reason, as 89 new advisors joined the coaching and content platform; the platform now includes more than 1,282 member firms serving approximately 600,000 client households across the U.S. and Canada. In addition, the organization recently acquired financial marketing and tech firm Mineral Interactive, appointing Mineral’s CEO Jud Mackrill as Carson Group’s chief marketing officer.
