Carson Group
Chicago, Illinois, United States · 312 employees
Carson Wealth Chicago, led by Mark McCallum, has experienced significant growth, increasing its assets under management from $163 million in 2019 to over $1 billion by the end of 2024. The firm's strategic M&A strategy, supported by Carson Group's enhanced resources, has contributed to its exponential growth. With a focus on personalized, high-quality client service, Carson Wealth Chicago is commi
Recent signals
- Oct 06, 2025: Acquired Carson Group fully acquires Carson Wealth Pittsburgh
- May 30, 2025: Acquired Carson Group acquires Sarasota's SRQ Wealth
- May 27, 2025: Carson Group Appoints Ramesh Vaswani as Chief Technology Officer
- Apr 08, 2025: Acquired Carson Group acquires Mommaerts Mahaney Financial Services
- Jan 23, 2025: Acquired Carson Group gains full ownership of Carson Wealth Chicago to drive continued growth
- Nov 20, 2024: Launched MAG Wealth Management acquires Ovation Wealth Advisors and rebrands as Carson Wealth to enhance growth strategy.
- Oct 15, 2024: Acquired Carson Group announces acquisition of Sweet Financial Partners to strengthen its wealth management
- Sep 12, 2024: Carson Group Partners with YCharts in Enterprise Agreement
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