Carson Group continues advisor succession strategy with Scottsdale office acquisition

Carson Group is deepening its push into advisor succession and multigenerational planning with another acquisition in the Sun Belt.

On Tuesday, Carson anounced the full acquisition of its Carson Wealth office in Scottsdale, Arizona led by managing partner and wealth advisor Brent Pine.

Built off a longstanding partnership with the Carson ecosystem – first through Carson Coaching and later via a minority equity tie-up – the Scottsdale practice oversees about $430 million in client assets.

Pine, a fourth-generation Arizonan, launched Integrated Wealth Management in 2001 after starting his career in public accounting, gradually buying out his original partners and growing as an independent RIA before affiliating with Carson in 2021 and rebranding under the Carson Wealth banner.

He is joined in the business by partners and wealth advisors Mark Jones, his son Luke Pine, and his daughter Torrey Pine, along with a client service team that has been structured around continuity and serving families across multiple generations.

The move to full ownership by Carson effectively formalizes a succession and continuity plan that keeps the practice in the hands of next-generation advisors already embedded in the firm.

Burt White, chief executive of Carson Group, said Pine’s team is “the kind of multigenerational, values-driven firm Carson is built to support.” He said the transaction reflects a shared focus on long-term continuity for clients and pointed to Carson’s equity and leadership programs as tools to help advisors transition ownership internally and develop future leaders.

Since affiliating with Carson in 2021, the Scottsdale group has leaned on the firm’s integrated technology stack, planning resources and investment research to broaden its service offering, including more robust tax planning and private client capabilities. That platform support is becoming a bigger draw as aging principals look for ways to institutionalize their practices without selling to a consolidator that pushes out next-generation talent.

“For me, this decision has always been about more than growth. It’s about stewardship,” Pine said.

He called the move to full partner a “natural next step” that lets him work alongside long-time colleague Jones and his children, while setting up a structure to care for clients “long after I step back.”

The Scottsdale deal follows a busy run of activity for the Omaha-based RIA. Earlier this month, Carson revealed it fully acquired its Carson Wealth location in Milton, Georgia, folding its Atlanta/Dunwoody office into that hub. Last week, it added Omaha advisor Roger Augustyn as part of another succession-driven tuck-in transition.

Across its network of more than 150 partner offices, Carson now manages over $55 billion in assets and serves more than 54,000 client families.