Carson Group
Founded Year
1983Stage
Private Equity - II | AliveTotal Raised
$217.01MValuation
$0000Last Raised
$182.63M | 4 yrs agoAbout Carson Group
Carson Group is a comprehensive platform for financial advisors, operating in the financial services industry. The company provides a suite of services including technology solutions, compliance support, operations management, investment strategies, and human resources support, all designed to help advisors run their businesses more efficiently. Carson Group also offers growth-oriented services such as marketing assistance, mergers and acquisitions support, financial planning tools, and business coaching, aimed at helping advisors expand their businesses and client impact. It was founded in 1983 and is based in Lincoln, Nebraska.
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Expert Collections containing Carson Group
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Carson Group is included in 1 Expert Collection, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
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Latest Carson Group News
Jan 16, 2025
Carson Group Brings on $411 Million California-Based Financial Adviser Pair Home » Alts News » Carson Group Brings on $411 Million California-Based Financial Adviser Pair January 16, 2025 Share this article: Wealth advisory firm Carson Group announced that California-based advisers Kiho Choi and John Dunphy will join its platform and rebrand as Twin Pines Wealth Management. The firm, which manages $411 million in assets will leverage Carson’s extensive ecosystem of resources to start a new chapter of their practice, while building upon decades of close-knit relationships and strong client service. Carson Group manages more than $40 billion in assets and serves more than 51,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations. “Our goal at Carson Group is to give advisers who have built incredible practices and client bases the support and tools they need to best serve their clientele, while tackling the complex challenges that come with growing a business,” says Gregg Johnson, national sales director of Carson Group. “Kiho Choi and John Dunphy have spent the past three decades building something special, and we’re honored to help them continue to grow in their next chapter.” As part of joining Carson’s partner network, Choi and Dunphy will rebrand to Twin Pines Wealth Management. The new brand signifies a new chapter focused on growth while maintaining the duo’s strong commitment to providing exceptional service. The partnership will allow Twin Pines to enhance their offerings for clients through access to Carson’s vast network of resources and technology stack, ultimately helping the team provide better client service while scaling operationally. “Both Kiho and I had a common goal in identifying a new partner that would support us in our mission to continually provide the best possible service to our clients,” said John Dunphy, managing partner and senior wealth adviser. “A big part of our decision to join Carson Group as a direct partner was our shared focus on commitment. Carson’s commitment to its partners and our commitment to our clients. These shared values mean the world to us when we consider what our clients need and how we put their interests first as a fiduciary.” Earlier this year, Carson Group fully acquired Carson Wealth Cedar Rapids, including their Las Vegas office. The newly formed Carson Wealth location reportedly manages approximately $1 billion in AUM.
Carson Group Frequently Asked Questions (FAQ)
When was Carson Group founded?
Carson Group was founded in 1983.
Where is Carson Group's headquarters?
Carson Group's headquarters is located at 14600 Branch Street, Lincoln.
What is Carson Group's latest funding round?
Carson Group's latest funding round is Private Equity - II.
How much did Carson Group raise?
Carson Group raised a total of $217.01M.
Who are the investors of Carson Group?
Investors of Carson Group include Long Ridge Equity Partners and Bain Capital.
Who are Carson Group's competitors?
Competitors of Carson Group include Advisor Successions and 7 more.
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