# Carson Group

> Carson Group is an Omaha-based wealth management and advisor services company combining Carson Wealth, Carson Coaching and Carson Partners. It provides financial planning and investment management to households, and technology, compliance, marketing, coaching and succession support to advisory firms. Its October 19, 2026 announcement reports over $66 billion in group assets under management, more than 60,000 client families and 165-plus partner offices.

- **Founded:** 1983
- **Headquarters:** Omaha, United States
- **Founders:** Ron “Omani” Carson (Founder and Chairman; former CEO)
- **Products:** Carson Wealth, Carson Coaching, Carson Partners, Carson Coaching Online, Equity and succession partnerships
- **Notable:** Surpassed $20 billion AUM in February 2022., Reported more than $50 billion AUM in October 2025., Current website lists fifth place on Barron’s 2025 Top 100 RIA Firms ranking; rankings do not establish investment performance.

## Products & services

- **Carson Wealth** — Client-facing financial planning and investment management, including retirement, estate and tax-related planning.
- **Carson Coaching** — Advisor business coaching, practice management education, templates and peer learning; originally Peak Advisor Alliance.
- **Carson Partners** — Shared technology, compliance, marketing, operations and investment support for advisory firms; originally Carson Institutional Alliance.
- **Carson Coaching Online** — On-demand education and tools, listed at $149 per month; Pro at $295 per month. Both require a 12-month commitment.
- **Equity and succession partnerships** — Minority investments, full acquisitions and employee advisor arrangements supporting liquidity and continuity.
- **Steve AI business insights** — October 2026 expansion adds permission-aware analysis of practice data, including assets, household activity, revenue and retention; announced at no added cost.

## Achievements

- Surpassed $20 billion AUM in February 2022.
- Reported more than $50 billion AUM in October 2025.
- Current website lists fifth place on Barron’s 2025 Top 100 RIA Firms ranking; rankings do not establish investment performance.
- October 19, 2026 release reports more than $66 billion in group AUM, including CWM, LLC and Northwest Capital Management, Inc.

## Latest updates

- **2026-10** — October 19: Steve AI gains business insights; the announcement reports over $66 billion AUM.
- **2026-10** — October 13: Matt Humphrey appointed divisional president of the integrated advisor channel; Scott Conroy leads the independent channel.
- **2026-09** — September 29: Nikki Lude and Ciara Stewart join the independent channel to launch Heritage Financial & Investment Services.
- **2026-03** — March 2: Carson acquires Applied Financial Planning in Irvine, California.

## Links

- Website: https://www.carsongroup.com/
- LinkedIn: https://www.linkedin.com/company/carsongroupllc/
- Twitter/X: https://twitter.com/carsongroupllc
- YouTube: https://www.youtube.com/channel/UCF03D8V34q2_Otj1OefLrUA
- Facebook: https://www.facebook.com/CarsonGroup/

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Profile page: https://yespress.io/carson-group
Published by YesPress — https://yespress.io
Last updated: 2026-10-25