Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Elios

Editorial Staff

15 September 2026

Carson Group
Carson Group, overseeing more than $65 billion in AuM, has acquired Elios Financial Group, making this Carson’s 50th integrated office.

Ohio-based Elios, founded more than 25 years ago, has $367 million of AuM. It is led by managing partner and wealth advisor James Elios. It has become a Carson Wealth office in Westlake.

The Elios team includes partner and wealth advisor Brandon Steinhagen and three client support staff members.

As a Carson Wealth office, Elios and team gain access to Carson’s integrated platform,

Alaris Acquisitions served as exclusive M&A advisor to Elios Financial Group.