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Carson Acquires 40th Wholly-Owned Wealth Firm
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Carson Group
Carson Group
has fully acquired ZeroCelsius Wealth Studio as Carson’s 40th
wholly-owned office, it announced yesterday.
ZeroCelsius is led by managing partner and wealth advisor Ross Gott and operations manager Robin Laughinghouse. The practice, based in New London, New Hampshire, serves around $134 million in AuM.
“Reaching 40 wholly-owned offices reflects the strength of our practitioner-led model, but more importantly, it reflects the trust advisors place in Carson to help them build enduring businesses,” Burt White, CEO of Carson Group, said.
Founded in 1998 as Kearsarge Capital Advisors and rebranded in 2009 as ZeroCelsius Wealth Studio, the practice has remained independent since inception. ZeroCelsius has been a direct partner of Carson Group since October 2023.
Earlier this week, Carson said it has acquired partner firm Applied Financial Planning, led by managing partners and wealth advisors William O’Connor and Sean Walker. In February, the firm fully acquired the Carson Wealth office in Scottsdale, Arizona.
Carson manages more than $57 billion in assets and serves more than 60,000 client families among its advisory network of 165-plus partner offices.