Carson
Finance · Nebraska, United States · 51-200 Employees
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Overview
Headquarters
14600 Branch St, Omaha, Nebraska, 68154,...Phone Number
(888) 321-0808Website
www.carsongroup.comRevenue
$103.1 MillionIndustry
ZI Rank: 6
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
4
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8
6
4
6
About Carson
Founded in 1983, Carson Group is a financial advisory services company. They provide investment advising through their companies such as Carson Wealth, Carson Coaching, and Carson Partners. All three divisions of Carson Group are headquartered out of Omaha, Nebraska.Explore more
Carson Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$126M
501-1,000
Private
-
2000
JN
Jason NovakSenior Vice President, Information Technology Operations and Security and Chief Security Officer
Company Profile Activity
Activity Insights
Carson is experiencing very low activity levels compared to other companies in the Finance sector.
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Carson is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carson.
Carson financials insights
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2020
Debt
$2M
Carson Tech Stack
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Most Recent Scoops
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Executive Move
Executive Moves, Left Company
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Event
Person-Based
Mergers & Acquisitions, Events, Acquisitions, Corporate Strategy, Finance, Financial Strategy, Tax, Podcast
Event
Person-Based
Mergers & Acquisitions, Events, Acquisitions, Corporate Strategy, Finance, Financial Strategy, Tax, Podcast
Person-Based
Customer Retention & Development
Carson News & Media
Carson Group Welcomes Pinnacle Wealth Management Team to the Carson Wealth Office in Roseville, California
Omaha, Neb, July 09, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of Pinnacle Wealth Management, a California-based advisory firm led by Managing Partners and Wealth Advisors Jack Zboralske, AIF®, and Kenyon Lederer, CFP®, ChFC, CFS. The team will operate under the Carson Wealth brand and join the firm's office in Roseville, Calif., bringing approximately $236 million in advisoryCarson Wealth Expands Northern Kentucky Presence with Integration of FFR Wealth Team
Omaha, Neb, July 07, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of FFR Wealth Team, which has transitioned to an integrated Carson Wealth office. The team serves approximately $201 million AUM.Ted Swenson Transitions to Carson Wealth Integrated Office in Colorado
Omaha, Neb, June 30, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of the practice led by Managing Partner and Wealth Advisor Ted Swenson, CFP®. Based in Arvada, Colo., Swenson serves approximately $270 million in advisory and brokerage assets.Jackson Wealth Management Selects Carson Group for Strategic Partnership to Accelerate Next Phase of Growth
Omaha, Neb, June 05, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced the acquisition of Jackson Wealth Management, which selected Carson Group as its strategic partner as the firm enters the next phase of growth and expansion. The Lake Mary, Fla.-based firm manages over $1.1 billion in client assets and joins Carson from Osaic, transitioning as an integrated Carson Wealth office.
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Founded in 1983, Carson Group is a financial advisory services company. They provide investment advising through their companies such as Carson Wealth, Carson Coaching, and Carson Partners. All three divisions of Carson Group are headquartered out of Omaha, Nebraska.... Read More
