Carson Group Fully Acquires Carson Wealth Scottsdale

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 SRQ Wealth

May 28, 2025

Financial Services

Carson Group has fully acquired Sarasota-based SRQ Wealth, a Carson Partner firm that manages approximately $365 million in client assets. SRQ Wealth will remain led by Managing Partner Steve Martin and operate under the SRQ Wealth name as the 25th wholly owned Carson Wealth office, with the deal driven primarily by succession and business continuity goals.

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 Milton to Expand Georgia Presence

February 6, 2026

Financial Services

Carson Group has fully acquired its Carson Wealth location in Milton, Georgia, bringing the Milton, Atlanta and Dunwoody offices under a wholly owned structure. The move is intended to deepen Carson Group’s regional footprint in Georgia, expand client access to tax planning and private client services, and support advisor succession and future acquisitions across the Southeast.