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Carson Group

In network coverage since October 5, 2026 · 16+ stories

2Deals on our tracker

+3Talent net · 12 months3 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +3 · 3 incoming events · 0 outgoing events

Heritage Financial & Investment Services

Sep 30 · breakaway

Arrivals

Aug 20 · from Wells Fargo Advisors Financial Network

Aug 20 · from Northwestern Mutual

Doyle and Loughman Wealth Management

Oct 13 · from Wells Fargo Advisors Financial Network

Departures

None tracked.

Deal recordFull tracker →

Oct 7, 26Deal announcedForan Financial Group · $410M — coverage

Sep 13, 26Deal announcedElios Financial Group · $367 — coverage

Network coverage

Moves

ICG next moves $2.3 billion from LPL to Osaic, citing platform and deal support

The Wall Township, N.J., firm launched with LPL in 2019 and has nearly tripled since, according to Osaic; it plans to grow through recruiting and acquisitions.

Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group

Features · Oct 18SEI recruits Kristie Edling-Day from LPL; Hightower and Carson add executives

exit · Oct 16MarshBerry tallies record 294 U.S. wealth advisory deals through September

Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion

Moves · Oct 14LPL adds Prince Financial Services, Seattle team with $1B from Northwestern Mutual

Moves · Oct 13Carson Group hires ex-United Bank wealth head Matt Humphrey to run W-2 channel

Moves · Oct 13Carson Group names Matt Humphrey to lead W-2 advisor channel

portfolio · Oct 12MassMutual makes Flourish Cash available to its advisor network

Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs

Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples

M&A · Oct 9Carson Group adds $410 million New Jersey RIA Foran Financial from LPL

RIA · Oct 8Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals

Moves · Oct 7Mesirow hires Paul Arnold to lead investment solutions

the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners

the_wrap · Oct 5Five breakaway teams land on independent platforms; Fitzgerald Financial discloses $185 million

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