RIA · Independent channel
Carson
Includes Carson Wealth · Carson Group
Includes the history of St. John & Associates (acquired October 2026) · Foran Financial Group (acquired October 2026) · Elios Financial Group (acquired September 2026) · Pinnacle Wealth Management (acquired July 2026) · FFR Wealth Team (acquired July 2026) · Jackson Wealth (acquired June 2026) · Harbor Wealth (acquired April 2026) · Buckley Investment Group (acquired April 2026) · Applied Financial Planning (acquired March 2026)
Carson Wealth client-facing advisory business; specific affiliation terms require source evidence.
- Website
- carsongroup.com
- Regulator record
- CWM, LLC (SEC)
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Arrivals came from
Origin firms, by number of teams
Arrivals 14
Teams joining Carson in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 27 | Acquisition | St. John & AssociatesRoswell, GA | St. John & AssociatesRIAacquired by Carson, Oct 2026 | $131M | Press Release |
| Oct 8 | Acquisition | Foran Financial GroupSomerville, NJ | Foran Financial GroupIndependent Broker-Dealeracquired by Carson, Oct 2026 | $410M | Press Release |
| Sep 29 | Lateral | Heritage Financial & Investment ServicesWoodsfield, OH | Commonwealth Financial ServicesRIA | $120M | Press Release |
| Sep 14 | Acquisition | Elios Financial GroupWestlake, OH | Elios Financial GroupRIAacquired by Carson, Sep 2026 | $367M | InvestmentNews |
| Aug 20 | Lateral | Yari CapitalAtlanta, GA | Northwestern MutualIndependent Broker-Dealer | $405M | Press Release |
| Jul 29 | Lateral | Doyle and Loughman Wealth ManagementHanover, NH Lebanon, NH |
Wells Fargo FiNetIndependent Broker-Dealer | $1.8B | Press Release |
| Jul 9 | Acquisition | Pinnacle Wealth ManagementRoseville, CA | Pinnacle Wealth ManagementRIAacquired by Carson, Jul 2026 | $236M | Press Release |
| Jul 7 | Acquisition | FFR Wealth TeamCovington, KY | FFR Wealth TeamRIAacquired by Carson, Jul 2026 | $201M | Press Release |
| Jun 5 | Acquisition | Jackson Wealth ManagementLake Mary, FL | Jackson WealthRIAacquired by Carson, Jun 2026 | $1.1B | InvestmentNews |
| Apr 28 | Acquisition | Harbor Wealth ManagementGreen Bay, WI | Harbor WealthRIAacquired by Carson, Apr 2026 | $396M | AdvisorHub |
| Apr 1 | Acquisition | Buckley Investment GroupWalla Walla, WA | Buckley Investment GroupRIAacquired by Carson, Apr 2026 | $120M | InvestmentNews |
| Mar 2 | Acquisition | Applied Financial PlanningIrvine, CA | Applied Financial PlanningRIAacquired by Carson, Mar 2026 | $635M | Press Release |
| Feb 4 | Lateral | Roger AugustynOmaha, NE | OsaicIndependent Broker-Dealer | $103M | Press Release |
| Jan 20 | Lateral | Bixler FinancialDecatur, IN Geneva, IN |
LPL FinancialIndependent Broker-Dealer | $145M | InvestmentNews |
Departures 0
Teams leaving Carson in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.