Carson Group
Founded Year
1983Stage
Private Equity - II | AliveTotal Raised
$217.01MValuation
$0000Last Raised
$182.63M | 4 yrs agoAbout Carson Group
Carson Group is a comprehensive platform for financial advisors, operating in the financial services industry. The company provides a suite of services including technology solutions, compliance support, operations management, investment strategies, and human resources support, all designed to help advisors run their businesses more efficiently. Carson Group also offers growth-oriented services such as marketing assistance, mergers and acquisitions support, financial planning tools, and business coaching, aimed at helping advisors expand their businesses and client impact. It was founded in 1983 and is based in Lincoln, Nebraska.
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Expert Collections containing Carson Group
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Carson Group is included in 1 Expert Collection, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
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Latest Carson Group News
Oct 21, 2025
Michael Belluomini told Citywire that the RIA industry's most prolific acquirer plans to leverage its balance sheet and leadership-controlled status for future deals. Carson Group M&A head Michael Belluomini has had a busy year. With 14 deals through the end of the third quarter, the Omaha, Neb.-based RIA has completed more wealth advisory M&A transactions in 2025 than any other firm, according to MarshBerry. The Bain Capital-backed company recently passed $50bn in AUM, up $15bn since ex-LPL executive Burt White joined as CEO in April of 2024. Recent purchases include Shilanski & Associates , a $436m shop that has been recognized as one of Alaska's runner-up honorees in Citywire RIA's 50 Growers Across America report for three consecutive years, and Akron, Ohio-based Wells Trecaso Financial Group , which manages around $570m in client assets. Carson also scooped up affiliate practices Florida Chicago and Iowa earlier this year. Belluomini, Carson Group's senior vice president of
Carson Group Frequently Asked Questions (FAQ)
When was Carson Group founded?
Carson Group was founded in 1983.
Where is Carson Group's headquarters?
Carson Group's headquarters is located at 14600 Branch Street, Lincoln.
What is Carson Group's latest funding round?
Carson Group's latest funding round is Private Equity - II.
How much did Carson Group raise?
Carson Group raised a total of $217.01M.
Who are the investors of Carson Group?
Investors of Carson Group include Long Ridge Equity Partners and Bain Capital.
Who are Carson Group's competitors?
Competitors of Carson Group include Savvy Wealth and 8 more.
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Compare Carson Group to Competitors
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Pareto Systems provides coaching and consulting for financial advisors and professionals within the knowledge-for-profit sector. The company offers services aimed at helping these professionals establish business models, uncover revenue streams, and build client relationships. Pareto Systems serves sectors such as Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting. It is based in Kelowna, British Columbia.
Dynasty Financial Partners provides services for independent financial advisors. The company offers RIA transition services, compliance solutions, marketing support, business solutions, capital strategies, and a WealthTech platform to assist advisory firms. Dynasty Financial Partners also offers resources and support for advisors to start, grow, join, or monetize their RIAs, as well as access to network partners and capital solutions. It was founded in 2010 and is based in St. Petersburg, Florida.
Paragem is a service-oriented company that provides licensee services within the financial advice industry. The company offers compliance services, technology solutions, and development programs to assist financial advice businesses. Paragem serves the financial services sector, focusing on the capabilities and profitability of advice practices. It is based in Sydney, New South Wales.
Prospera Financial Services is a broker-dealer firm that provides support to financial advisors. The company offers securities and advisory services, focusing on independence, flexibility, and support to its advisors. Prospera Financial Services serves the financial advisory sector. It was founded in 1982 and is based in Dallas, Texas.
Fortnum Private Wealth is a company that focuses on financial services, specifically in the domain of financial planning and licensing. The company offers services such as licensing and servicing financial planning practices, providing a platform for financial planners to build their businesses, and offering support in areas like technology, research, and risk management. They primarily cater to the financial planning industry. It was founded in 2010 and is based in Sydney, New South Wales.
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