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

Editorial Staff

14 July 2025

Carson Group
Carson Group, a wealth advisory firm with more than $42 billion in assets under management, has bought Aveo Capital, a wealth advisory firm based in Englewood, Colorado, for an undisclosed sum.

The firm manages about $608 million in assets and will rebrand as a Carson Wealth location.

Managing partner Keys Tinney co-founded the firm in 2011 with partners Brian Rorick and Michael Beerman.

The acquisition will strengthen Carson Wealth’s presence in the Rocky Mountain region, Carson said.