The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Carson Group, Avery Wealth
Avery Wealth, a wealth manager based in Jackson, Michigan, has joined the network of partner firms at Carson Group.

Led by president and wealth advisor, Dan Reese, Avery Wealth manages $212 million in client assets. It was founded in 2003.

Carson Group manages $35 billion in assets and serves more than 50,000 families among its advisory network of 150+ partner offices. Founded in 1983, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners.

In May, Carson Wealth acquired three Carson Wealth locations in Hagerstown, Maryland, Atlanta, Georgia and Johnson City, Tennessee. In March, the firm added a wholly-owned office with a new location in Elkhorn, Nebraska.