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.”