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

Editorial Staff

25 June 2025

Carson Group
Carson Group, a wealth advisor with more than $42 billion in AuM, is acquiring its Carson Wealth location in Salt Lake City, Utah.

A Carson Partner firm since 2017 and Carson Wealth office since 2022, the practice is led by Duane Toney , managing director, partner and wealth advisor.

The team manages about $143 million in assets.

“Bringing on the Salt Lake City team as a wholly owned office will provide increased access to the support that really makes a difference to meeting their strategic business goals and planning for the future,” Burt White, CEO of Carson Group, said.

Carson Group is headquartered in Omaha, Nebraska.