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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Carson Group

Profile

Carson Group manages over $57 billion* in assets, serving more than 60,000 client families across 165+ partner offices, including 50+ Carson Wealth locations. Here, advisors break barriers and grow 2.1x faster than the industry. Growth is driven by practitioner-led strategies, technology that gives time back, and a culture with a heartbeat where wins are shared and advisors are never treated like a number. *Combined AUM of CWM, LLC and NWCM, LLC.