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Practice Management > Succession Planning

Carson Group Acquires Massachusetts Firm With $200M AUM

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Carson Group announced that it has acquired Northface Capital Holdings LLC, a full-service financial planning and wealth management firm with $200 million in assets under management. based in Waltham, Massachusetts.

The Northface team, now led by Chris Tobey, sold its ownership stake to Carson to allow members to focus on future opportunities while enabling Tobey to lead the firm’s growth strategy and provide continuity, according to a press release.

The Waltham location will be the sixth wholly owned Carson Wealth office in the U.S.

Carson Group, based in Omaha, Nebraska, manages $20 billion in assets and serves more than 44,700 families through its advisory network, including 135 partner firms and 35 Carson Wealth locations, some wholly owned and some with a minority stake.


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