Carson Group Acquires $365M California Advisory Firm 

Carson Group has acquired a Roseville, CA-based advisory practice led by advisors Jerod Wurm and Casey Frye, who oversee $365 million in assets under management. Following the acquisition, the firm will rebrand as Carson Wealth, expanding Carson Group’s footprint and strengthening its position as a strategic buyer in the wealth management sector. 

The partnership with Carson Group will provide Wurm and Frye’s practice with access to an expanded range of resources, including advanced tools and technology, as well as support in areas such as compliance and human resources. 

“As part of our commitment to our clients, we recognized the importance of partnering with a company that would not only help us provide the best possible service today but also help us plan for tomorrow to ensure our legacy continues,” said Casey Frye.  

Last week, Carson announced it will fully acquire its Carson Wealth Chicago office, a $1 billion firm with five locations in the Chicago area and over 15 advisors. Earlier this month, the firm announced its new Carson Tax Strategy program for financial advisors and welcomed $385 million wealth manager Taylor Financial as a partner. Carson group also recently announced it fully acquired Carson Wealth Cedar Rapids, including their Las Vegas office. The newly formed location will manage approximately $1 billion in client assets.  

Omaha, NE-based Carson Group has over $40 billion in assets under management and an advisory network of more than 150 partner offices serving over 51,000 client families across more than 50 locations. 

Connect Money will spotlight rising stars who have made a valuable contribution to the wealth management industry. Based on your nomination, we will recognize professionals who have significantly influenced both the workplace and community. The deadline is February 26. Click here to submit your nominations.