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Carson Group

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About Carson Group

Carson Group is a financial services firm that acts as a comprehensive partner for financial advisors, providing heavy-lifting support in technology, compliance, marketing, and investment management to help advisors grow their practices and increase client impact. It operates as an RIA and partner network offering coaching, operations support, and access to an integrated suite of resources, including technology, compliance, marketing, and investment platforms. Headquartered in Omaha, Nebraska, Carson Group emphasizes freedom for advisors to focus on client relationships while the firm handles the backend complexity. The company also fosters a community for advisors through coaching, events, and partnership opportunities.

Recent News

Recent Deals

No recent deals for this company.

Key Team Members

Omani Carson

Founder and Chairman

Key Facts

HQ Location

Omaha, United States

Founded

1983

Employees

201 - 500

Status

Private

Website

https://carsongroup.com