Carson
Highly Engaged Employees
Highly Engaged EmployeesFinance · 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: 4
Signal Type
Dec
Jan
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ZI Rank
4
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8
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4
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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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
Gather financial insights about Carson, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$2M
Carson Tech Stack
A closer look at the technologies used by Carson
Most Recent Scoops
Hiring Plans
Carson has more open roles in Operations than it has had at any time in the past 6 months. Areas of expertise include: Microsoft Teams, Records Management, Bachelor Of Science In Business Administration, Continuous Improvement Process, Salesforce, Microsoft Access, and Organizational Structure.
Hiring Plans
Open Position
Person-Based
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Left Company
Executive Move
Executive Moves, Left Company
Carson News & Media
Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel
Omaha, Neb, May 28, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced that Tungsten Wealth Management has joined the firm’s independent advisor channel. Led by founding partners and wealth advisors Shawn Peschke, CFP®, CWS®, and Rob Frits, CFP®, CWS®, the firm serves approximately $320 million in advisory and brokerage assets. They join Carson Group from LPL Financial.Carson Group Integrates Meikle Financial Group as Carson Wealth Office
The family office’s decades of combined experience are complemented by Carson Group’s national presence and technology infrastructure The family office’s decades of combined experience are complemented by Carson Group’s national presence and technology infrastructureCarson Group Expands Presence in the Great Lakes Region with Harbor Wealth Management Acquisition
Omaha, Neb., April 28, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the acquisition of Harbor Wealth Management, a Green Bay, Wis.-based advisory firm serving approximately $396 million AUM. The firm is led by Partners and Senior Wealth Advisors Eric Heus and Brent Polzin and will transition as an integrated office, rebranding as the Carson Wealth office in Green Bay.Carson Group Expands in Utah with Full Integration of Carson Wealth in Murray
Omaha, Neb., April 22, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the acquisition of Carson Wealth in Murray, Utah, led by Managing Partner and Wealth Advisor Thom Hall, CFP®, ChFC®. The practice manages approximately $160 million in AUM and becomes Carson’s 43rd integrated 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
