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January 24, 2024 at 01:46 PM
Carson Group added 31 advisory firms with a total of $3.6 billion in assets under management last year — making 2023 its biggest year of growth to date, according to the RIA. Its total AUM stands at $33 billion, its client base includes over 49,000 families and its network has over 140 firms.
Firms can join Carson through a full acquisition or minority investments, as well as by independent advisors using Carson’s back-office and growth services or becoming part of an existing Carson office.
(Bain Capital acquired a 29% stake at the firm in 2021, when Carson Group was valued at $1 billion and had about $17 billion in assets.)
In mid-December, Oakeson Steiner Wealth & Retirement said it was moving to Carson Group. The Hastings, Nebraska-based financial planner — which has 13 team members — is led by Josh Yost and manages $1.2 billion in client assets.]
“This partnership promises an enhanced client experience and provides the Oakeson Steiner team with access to leading technology, top-notch industry expertise and a network of professionals dedicated to creating lasting value for their clients,” said Burt White, a managing partner at Carson and its chief strategy officer.
