Carson Group Acquires SRQ Wealth

Carson Group Fully Acquires Carson Wealth Scottsdale

February 20, 2026

Wealth Management

Carson Group announced it has fully acquired its Carson Wealth office in Scottsdale, Arizona, bringing the previously minority‑held Carson Wealth Scottsdale practice under full ownership. The Scottsdale team, led by managing partner Brent Pine, oversees roughly $430 million in AUM and the deal is positioned primarily to support succession, leadership development and long‑term client continuity.

Carson Group Acquires Total Wealth Planning

November 19, 2025

Wealth Management

Omaha-based Carson Group has acquired Ohio-based Total Wealth Planning, a 19-person advisory team overseeing roughly $1.45 billion in client assets, which will rebrand as Carson Wealth and become the firm's 34th wholly owned office. The deal expands Carson's Midwestern footprint and brings Total Wealth Planning access to Carson's technology, integrated data systems and national advisor network to support more complex tax, estate and investment planning needs.

Carson Group Acquires Carson Wealth Chicago

January 23, 2025

Wealth Management

Carson Group announced it will take full ownership of its Carson Wealth Chicago office, transitioning the advisor-led practice into a wholly owned branch. Carson Wealth Chicago—led by Mark McCallum—has grown AUM from $163 million in 2019 to more than $1 billion at the end of 2024 across five locations and 15+ advisors; the move is intended to streamline operations and provide Carson Group resources to support further growth and regional expansion.

Carson Group Acquires Carson Wealth Orlando (Cadwell Wealth)

April 23, 2025

Wealth Management

Carson Group has fully acquired its Carson Wealth location in Orlando, Florida — the practice founded by Scott Cadwell (originally Cadwell Wealth) which manages approximately $150 million in client assets. Scott Cadwell will continue to lead the office; the acquisition supports succession planning and gives the team access to Carson's technology and M&A resources to accelerate growth.

Carson Group Acquires Minneapolis Carson Wealth Office

January 12, 2026

Wealth Management

Carson Group has fully acquired its Carson Wealth practice in Minneapolis, buying the remaining ownership stake in the office led by Jeremy Willner. The deal (financial terms undisclosed) brings approximately $395 million in advisory and brokerage assets under Carson’s full ownership and is intended to support continuity, succession planning and accelerated growth in the Twin Cities market.

Carson Group Acquires Aveo Capital

July 13, 2025

Wealth Management

Carson Group, a wealth advisory firm with more than $42 billion AUM, has acquired Aveo Capital, a Colorado-based wealth advisory managing roughly $608 million in client assets. Aveo will be rebranded as a Carson Wealth location as part of Carson's expansion into the Rocky Mountain region and to support succession and growth for the Englewood team.