Carson Wealth
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.carsonwealth.comRevenue
$96.2 MillionIndustry
ZI Rank: 4
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
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4
About Carson Wealth
Carson Wealth is a nationally recognized financial advisory firm that provides holistic, "you-focused" wealth management services designed to help clients align their financial resources with their personal vision of freedom. Founded by industry leader Ron Carson, the firm has grown into one of the largest and most influential Registered Investment Advisors (RIAs) in the United States, operating through a vast network of offices across the country. Carson Wealths service model, known as The Find Your Freedom Planning Promise, integrates all facets of a client's financial life including retirement planning, estate planning, tax planning, and investment management into a single, transparent, and easy-to-understand strategy. The firm caters to a diverse clientele, from young investors and business owners to high-net-worth individuals requiring sophisticated private client solutions. As of 2026, Carson Wealth continues to set industry standards for transparency and advisor-client alignmentRead more
Carson Wealth Org Chart
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Company Profile Activity
Activity Insights
Carson Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Carson Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carson Wealth.
Carson Wealth Tech Stack
A closer look at the technologies used by Carson Wealth
Most Recent Scoops
Event
Person-Based
CRM, Events, Customer Engagement, Relationship Marketing, Account Management, Customer Retention & Development, Podcast
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Event
Person-Based
Deborah Taylor, Managing Partner and Chief Tax Strategist, appeared on a podcast called "Financial Advisor Success" on 12/30/2025. Topics discussed include Client Service Calendar, Wealth Management, Tax Planning.
Events, Podcast
Facilities Relocation / Expansion
Carson Wealth is planning to move offices in December 2025. The move will impact approximately 35 employees at the existing office located at 1120 N Kimball Ave, Suite #100, Southlake, TX.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Facilities Relocation/Expansion, Business Development
Carson Wealth News & Media
Carson Wealth Expands Presence in Three States
Carson Wealth today announced its acquisition of three Carson Wealth locations in Hagerstown, Maryland, Atlanta, Georgia and Johnson City, Tennessee. The move expands Carson Wealth’s... Read More The post Carson Wealth Expands Presence in Three States appeared first on citybiz.Kansas-based Integrated Wealth is the Latest Addition to Carson Wealth's Growing Footprint
Partnership positions firm for next phase of growth OMAHA, Neb., April 18, 2023 /PRNewswire/ -- Carson Wealth announced the partnership of Overland Park-based, wealth management firm, Integrated Wealth. The deal will provide the firm with enhanced capabilities to better serve clients and...
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Frequently Asked Questions Regarding Carson Wealth
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Carson Wealth is a nationally recognized financial advisory firm that provides holistic, "you-focused" wealth management services designed to help clients align their financial resources with their personal vision of freedom. Founded by industry leader Ron Carson, the firm has grown into one of the largest and most influential Registered Investment... Read More
