Carson Group adds $1.6B Marietta Wealth Management in Atlanta push

Carson Group has added Marietta Wealth Management to its Carson Wealth brand, adding yet another notch to the Omaha, Neb.-based mega-RIA's prolific run of acquisitions in 2026.

The latest East Coast deal brings a four-partner Georgia practice with about $1.6 billion in assets under advisement to Carson's integrated channel, the division where acquired practices become fully branded Carson Wealth offices instead of affiliating as independents.

The Marietta team represents the second Atlanta-area deal in about a week for Carson, which reports more than $66 billion in AUM and serves upward of 60,000 client families through more than 165 partner offices, including more than 50 Carson Wealth locations.

The team is led by managing partners Scott Keller, Charlie Holloway, Ben Crowe, and Wes Hackney. The multigenerational firm offers financial planning, investment management, tax planning and retirement planning to individuals, families and business owners.

Carson's Tuesday announcement said the Marietta team's move was decided by the firm's flexibility, entrepreneurial culture and range of resources. 

“We were looking for a partner that would allow us to keep serving clients the way we always have while giving us the scale, resources and expertise to do even more for them,” Keller said.

Clients will keep their current advisors and service staff, while the new advisors gain access to Carson’s Private Client Services, its investment research, its broader planning offerings and its operational support.

Carson says the deal will also open more ownership opportunities to Marietta team members and support the development of the firm’s next generation of advisors.

“They have an exceptional support team, a tremendous runway for growth and a shared commitment to putting clients first,” said Michael Belluomini, Carson’s senior vice president of M&A.

Read more: Succession drives Wisconsin advisory team to Carson Group

The Marietta acquisition follows a smaller Georgia deal late last month, in which St. John & Associates, a family-run practice in Roswell with about $131 million in assets under management, joined Carson Wealth’s office in Milton, Ga.

The suburbs north of Atlanta has also drawn the attention of Merit Financial Advisors, which announced a deal to acquire Yeomans Consulting Group, a $434 million practice, in March.

Carson's acquisition strategy has been firing on all cylinders. The firm hit a milestone in September when it reached 50 integrated offices with its Ohio acquisition of Elios Financial Group, a Westlake practice with about $367 million in assets.

In October, it hired a former United Bank wealth chief, Matt Humphrey, to run its W-2 channel as divisional president of the integrated advisor business.

“Carson’s growth over the past several years speaks for itself, but what ultimately drew me here was the people and the community,” Humphrey said when the hire was announced.

The reorganization split Carson into two advisor businesses, each with its own leadership. Scott Conroy, also a divisional president, runs the independent channel.

Read more: Carson Group taps ex-United Bank wealth chief to run W-2 channel

Carson is also using strategic compensation to keep the advisors it acquires. In July, the firm launched the Carson Equity Program for W-2 advisors and staff, which offers ownership to high-growth employee advisors nearing the end of their acquisition-related incentives, as well as next-generation advisors and operations staff who previously had no path to equity.

Echelon Partners counted five Carson Wealth deals in the third quarter of 2026, representing about $2.7 billion in acquired assets. That places it among the most active buyers in a market that's barrelling toward another record year of M&A activity in 2026.