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Carson Group added 31 advisory corporations with a complete of $3.6 billion in belongings beneath administration final 12 months — making 2023 its greatest 12 months of progress up to now, based on the RIA. Its complete AUM stands at $33 billion, its shopper base contains over 49,000 households and its community has over 140 corporations.
Corporations can be a part of Carson by means of a full acquisition or minority investments, in addition to by unbiased advisors utilizing Carson’s back-office and progress providers or turning into a part of an present Carson workplace.
(Bain Capital acquired a 29% stake on the agency in 2021, when Carson Group was valued at $1 billion and had about $17 billion in belongings.)
In mid-December, Oakeson Steiner Wealth & Retirement stated it was transferring to Carson Group. The Hastings, Nebraska-based monetary planner — which has 13 crew members — is led by Josh Yost and manages $1.2 billion in shopper belongings.]
“This partnership guarantees an enhanced shopper expertise and supplies the Oakeson Steiner crew with entry to main expertise, top-notch business experience and a community of execs devoted to creating lasting worth for his or her shoppers,” stated Burt White, a managing accomplice at Carson and its chief technique officer.
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