Carson Group Fully Acquires Jacob William Advisory in MarylandExpanded relationship supports new business initiatives and opportunities for growth
Carson Group Fully Acquires Carson Wealth Office In Salt Lake CityExpanded relationship supports new business initiatives and opportunities for growth
Carson Group Strengthens Colorado Presence with Acquisition of Wambolt & AssociatesOmaha, Neb., June 10, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Wambolt & Associates, a wealth advisory firm based in Littleton, Colo. Led by Founder and Managing Partner / Wealth Advisor Greg Wambolt, the team manages approximately $570 million in assets.
Carson Group Expands Relationship with Sarasota AdvisorySRQ Wealth to become wholly-owned by Carson Group under current leadership team
Three Essential Pillars for Female Financial Advisors Identified in Carson Group’s 2025 State of Women in Wealth Management ReportAnnual Report Highlights How Many Female Financial Advisors Prioritize Client Satisfaction Over Traditional Metrics to Redefine Success
