Carson Group

Omaha, Nebraskacarsongroup.com1expert edge

Registered investment advisor founded in 1983 by Ron Carson, providing technology, coaching, and partnership services to financial advisors with approximately $50 billion in assets under management across Carson Wealth, Carson Coaching, and Carson Partners.

Why interesting to a deal team

Founded and controlled by Ron Carson as majority owner; active consolidator executing 22+ acquisitions annually, representing both operational scale and demonstrated M&A execution capability in RIA sector.

Experts connected to this company

Ron CarsonFounded the firm in 1983; Chairman and majority owner

Ron Carson

Founder and Chairman

Carson Group

FounderOmaha

Built a $1B+ RIA aggregation platform from scratch and just handed CEO reins to a growth operator — a live case study for anyone underwriting RIA roll-ups or founder-to-professional-management transitions.

Sources

Name + firmPrimary
carsongroup.com
Page titleOther
baincapital.com/news/carson-group-financial-technology-services-leader-selects-bain-capital-strategic-partner

Strongest evidencePage title2 public sourcesHow the grades work