The firm holds more than 100 firms under its umbrella of businesses in the wealth management space.

US financial and wealth services business Carson Group has surpassed the figure of $20 billion in assets under management, now holding 120 firms under its umbrella of organizations.

Carson’s group of firms serve more than 40,000 families across the US (up from five years ago when the firm had 50 partners and served around 15,000 families). 

Last June, Carson held the official opening of its Omaha-based headquarters which will serve as a hub for talent management, among other functions. Last summer it also received a strategic investment from Bain Capital, helping organic growth and development through mergers and acquisitions.

Founded in 1983 by Ron Carson, Carson Group operates through its three businesses – Carson Wealth, Carson Coaching and Carson Partners.