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

Carson Group 
Carson Group has added St John & Associates, a family-owned wealth management firm in Roswell, Georgia, to its Carson Wealth office in nearby Milton. The team manages about $131 million in AuM.

The four-person team is led by partner and wealth advisor Greg St John. His father, Richard St John, founded the firm more than 35 years ago. It provides financial planning, investment management, tax strategy, estate planning and risk management to families across the greater Atlanta area. Many clients have stayed with the firm for decades, and it now advises their children and grandchildren. Bryan Totri, director of wealth planning, operations support associate Sarah Crawford and relationship and operations associate Tierney Saul also made the move.

Joining the Milton office gives the team access to Carson’s expanded investment structures, advanced tax and estate planning and private client offerings. St John said the move opens up “new investment structures, tax-planning capabilities and other solutions that were not previously available to us as a small firm.”

The deal builds on Carson’s consolidation in Georgia. In February, Carson Group fully acquired its Milton location, which is led by managing partner and wealth advisor GC Lewis. At the same time, the firm folded its Atlanta and Dunwoody location into the Milton office. 

Carson Group manages more than $66 billion and serves more than 60,000 client families. Its network includes more than 165 partner offices, of which more than 50 are Carson Wealth locations.