Carson Group

Financial ServicesNebraska, United States201-500 Employees

Carson Group operates in the financial services sector as a wealth-advisory platform that supports independent financial advisors through its Carson Group Partners network, delivering advisory services via CWM, LLC, an SEC-registered investment adviser. Headquartered in Omaha, Nebraska, the firm is described as mid-sized and employs several hundred people. Its model emphasizes enabling advisors to manage client relationships through a suite of services, including private client offerings and estate planning to support multi-generational planning and client retention. In 2026, Carson Group expanded its advisor ecosystem through a partnership that adds Tungsten Wealth Management to its independent channel. The company has also pursued geographic and capability growth, including expanding its Utah footprint with a full integration of Carson Wealth in Murray.

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