National RIA and partner platform built by advisors, for advisors.
Carson Group is a US registered investment adviser and advisor platform based in Omaha, Nebraska. Ron Carson started the business selling insurance from his college dorm room in 1983; it now describes itself as a national RIA "built by advisors, for advisors", with more than $60 billion in assets under management and more than 500 advisors. Burt White, formerly chief investment officer of LPL Financial, has been CEO since April 2024, when the founder became chairman and kept majority ownership. Bain Capital made a minority investment in 2021 that valued the company at more than $1 billion.
Carson runs its own advisory firm, Carson Wealth, alongside Carson Partners, which gives independent advisory firms technology, investments, planning, marketing, compliance and back-office support. Advisors can join as independent partners, sell equity in their firm to Carson, or work as employees, and Carson has been buying a growing number of its partner firms outright.
Carson is mainly a partner for financial advisors, not a family office provider in its own right. Its relevance to wealthy families is through Private Client Services, which its service page lists as led by Jamie Carroll, and which helps Carson advisors serve complex families with estate and tax strategy, business advisory and succession planning, risk management, liquidity and lending, intergenerational education, philanthropy, concierge and lifestyle planning, and family office services. A family would typically meet Carson through a Carson Wealth or partner advisor.
Carson suits advisory firms that want to serve wealthier families without building specialist teams themselves, and families already working with a Carson advisor who need more complex planning. Families looking for a dedicated multi-family office relationship from the start may prefer firms such as Cerity Partners, Focus Partners, Pathstone or Bessemer Trust, and advisors comparing technology will also look at Orion and Addepar.
The current programme is an extension of the adviser’s team for complex $10 million-plus relationships. Its published capability list spans estate/tax strategy, business succession, risk, liquidity and lending, generational education, philanthropy and concierge/lifestyle planning. It is not a published universal minimum for every Carson advisory service or proof that each item is delivered in-house. Establish the actual contracting adviser, specialist responsibilities, scope and outside-provider costs.
Jamie Carroll is named on the service page and her Carson Wealth biography separately identifies a Managing Partner/Wealth Advisor role in Amarillo and a Carson Group strategic-projects role. Staff and role labels can change: obtain the current named team for an engagement rather than relying on an old launch announcement. The reviewed programme and company pages do not establish a standard Private Client Servicesfee, programme-specific billing agreement, full availability or a service-level guarantee. Start with the published confidential, no-obligation call through the adviser-facing form.
Carson’s current About page reports 60,000-plus client families, $60 billion-plus AUM,160-plus partner offices and 500-plus advisers. The selected page does not attach a measurement date to those counters. They describe the wider network, not the Private Client Services team’s client assets or an independently verified performance outcome. The earlier 1983 history, Bain minority investment and Ron Carson majority-ownership description are retained historical research and were not freshly reverified in this review.
Carson Group is an Omaha-based registered investment adviser and advisor platform founded by Ron Carson in 1983. It runs Carson Wealth and Carson Partners and reports more than $60 billion in assets under management and more than 500 advisors.
Carson’s Private Client Services team supports its advisers on complex $10 million-plus relationships with estate/tax strategy, succession, liquidity/lending, intergenerational education, philanthropy and family-office capabilities. This is an adviser-led programme, not a universal$10million minimum or proof that every service is delivered in-house.
Founder Ron Carson kept majority ownership when he became chairman in April 2024. Bain Capital has been a minority investor since July 2021, when its investment valued the company at more than $1 billion.
Sources reviewed 3 November 2026: Source 1; Source 2; Source 4; Source 5.
Strengths. Large platform with specialist planning support for complex families; Private Client Services team focused on $10M+ relationships; Investment in AI tools for advisors; Flexible ways for advisory firms to join or sell equity.
Watch-outs. Primarily adviser-led access, rather than a blanket family-office contract. The $10 million-plus positioning is not a group-wide minimum. The company service page still names Heather Zack despite her own public departure statement; she is excluded from the current team here. Current fees, scope and provider responsibilities require agreement..
Built for Advisors / Wealth Advisors (RIA), Private Wealth Owners / Principals.
Advisory firms expanding complex HNW/UHNW relationships and families working through Carson Wealth or partner advisers. Private Client Services positions support for $10 million-plus relationships; this is not a group-wide client minimum.
Yes
Practitioner-led support across investments, planning, tax, operations and Private Client Services. Current entry point: https://www.carsongroup.com/advisor-solutions/private-client-services/ . Confirm the assigned team and contractual response/service terms. Retained directory contact details (not freshly reverified; an office address is not new headquarters proof): Address: 14600 Branch Street, Omaha, NE 68154, United States; Contact phone: +1 888 321 0808. Confirm current contact and service-specific routing directly.
The adviser-facing form offers a confidential, no-obligation call. Define client needs, assigned specialists, contracting adviser, scope, billing and outside-provider involvement before engagement.
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