Carson Wealth Partners with True North Financial to Expand in Montana

True North Advisors Acquires Blue Investment Partners

June 30, 2025

Financial Services

True North Advisors, a Dallas-based registered investment adviser, has acquired Danville, California-based Blue Investment Partners, adding approximately $353 million in AUM and expanding True North’s presence in the San Francisco Bay Area. The deal is True North’s second acquisition since forming a growth partnership with Wealth Partners Capital Group and HGGC’s Aspire Holdings platform and closed June 30, 2025; financial terms were not disclosed.

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 Northface Capital Holdings

December 1, 2022

Wealth Management

Carson Group has acquired Northface Capital Holdings, LLC, a Waltham, Massachusetts-based financial planning and wealth management firm with $200 million in assets under management. The Northface team — now led by Chris Tobey — sold its ownership to Carson and the office will transition to a wholly owned Carson Wealth location to provide continuity, succession planning and support for future growth.

Carson Group Acquires Sweet Financial Partners

October 15, 2024

Wealth Management

Carson Group has acquired Sweet Financial Partners, a $1 billion AUA wealth advisory firm based in Fairmont, Minnesota. The 12-person team will continue to operate under the Sweet Financial Partners name while leveraging Carson's national resources to strengthen Carson's presence in the Midwest.

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 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.