Tracked deals
22
22 tracked deals across 2022-2026.
Operating Company
Financial Services
Carson Wealth
Omaha, Nebraska, United States
Carson Wealth is a wealth advisory firm serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service. Securities are offered through Cetera Advisor Networks LLC and investment advisory services through CWM, LLC (SEC-registered investment adviser).
- Focus Areas
- Wealth Management, Financial Advisory, Financial Planning
- Website
- carsonwealth.com
Recent pace
7
7 tracked deals announced in the last 12 months.
Deal mix
Buyout
19 buyout · 2 addon · 1 growth capital
Carson Wealth Acquisition Volume by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 22 tracked deals for Carson Wealth.
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April 24, 2026
- Buyer
- Carson Group
- Target
- Carson Wealth (Murray, Utah practice led by Thom Hall)
- Seller
- Thom Hall (Managing Partner and Wealth Advisor, Carson Wealth Murray)
- Industry
- Wealth Management
- Location
- Utah, United States
- Type
- Buyout
Carson Group, a wealth advisory firm, acquired the Carson Wealth practice based in Murray, Utah, led by Managing Partner and Wealth Advisor Thom Hall. The team manages approximately $160 million in AUM and will integrate as Carson Group’s 43rd integrated office.
-
- Buyer
- Carson Wealth (Carson Group)
- Target
- Furstenau Financial
- Industry
- Wealth Management
- Location
- Nebraska, United States
- Type
- Addon
Carson Wealth (Carson Group) announced that Furstenau Financial has joined as a wholly owned Carson Wealth office, expanding its footprint in Nebraska. Furstenau Financial’s advisory team, previously affiliated with LPL Financial, is bringing approximately $245 million in assets under advisement into Carson’s practitioner-led model.
-
March 9, 2026
- Buyer
- Carson Group
- Target
- ZeroCelsius Wealth Studio
- Industry
- Wealth Management
- Location
- New Hampshire, United States
- Type
- Addon
Carson Group fully acquired ZeroCelsius Wealth Studio, bringing the advisory firm under Carson’s wholly owned platform as part of Carson’s national expansion. The acquisition follows Carson’s earlier partnership with ZeroCelsius in October 2023, when ZeroCelsius joined as a direct partner before transitioning to full ownership.
-
February 20, 2026
- Buyer
- Carson Group
- Target
- Carson Wealth Scottsdale
- Seller
- Brent Pine, Mark Jones, Luke Pine, Torrey Pine
- Industry
- Wealth Management
- Location
- Arizona, United States
- Type
- Buyout
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.
-
- Buyer
- Carson Group
- Target
- Carson Wealth Milton
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Buyout
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.
-
January 12, 2026
- Buyer
- Carson Group
- Target
- Carson Wealth (Minneapolis office)
- Seller
- Minneapolis Carson Wealth practice (Jeremy Willner; co-leads Hayden Willner and Grant Fuchs)
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Type
- Buyout
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.
-
November 19, 2025
- Buyer
- Carson Group
- Target
- Total Wealth Planning
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Buyout
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.
-
- Buyer
- Carson Group (CWM, LLC)
- Target
- Carson Wealth — Pittsburgh office (Neal McGrath)
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Carson Group (CWM, LLC) announced it has fully acquired the Carson Wealth location in Pittsburgh, Pennsylvania, led by Neal McGrath, which manages about $358 million in AUM. The move consolidates a long-standing partnership and integrates the Pittsburgh office more tightly into Carson's national platform to support future growth and deeper client service.
-
September 18, 2025
- Buyer
- Carson Group
- Target
- Wells Trecaso Financial Group
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Carson Group announced it has acquired Akron, Ohio-based Wells Trecaso Financial Group, which manages approximately $570 million in AUM. Wells Trecaso will become a wholly owned Carson Wealth office, with the team retaining leadership while gaining access to Carson's planning, tax and investment resources to support growth and succession planning.
-
July 13, 2025
- Buyer
- Carson Group
- Target
- Aveo Capital
- Seller
- Certain partners of Aveo Capital (selling shareholders)
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
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.
-
May 28, 2025
- Buyer
- Carson Group
- Target
- SRQ Wealth
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
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.
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April 23, 2025
- Buyer
- Carson Group
- Target
- Carson Wealth (Orlando) (formerly Cadwell Wealth)
- Seller
- Scott Cadwell (Cadwell Wealth / Carson Wealth Orlando)
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
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.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
15 tracked deals by Carson Wealth.
Financial Services Buyers & Acquisitions
7 tracked deals by Carson Wealth.
Acquisitions in Minnesota
3 tracked deals by Carson Wealth.
Acquisitions in Florida
2 tracked deals by Carson Wealth.
Acquisitions in Ohio
2 tracked deals by Carson Wealth.
Acquisitions in Arizona
1 tracked deal by Carson Wealth.
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