Carson Group Splits Sales Teams Into 2 RIA Channels as W-2 Offices Reach 48
Updated
Updated · Wealth Management · Jul 13
Carson Group Splits Sales Teams Into 2 RIA Channels as W-2 Offices Reach 48
1 articles · Updated · Wealth Management · Jul 13
Summary
Carson Group has carved its home office into dedicated W-2 and independent RIA teams, splitting sales and recruiting so each group focuses on growth in a single channel.
48 integrated W-2 offices now operate nationwide after FFR Wealth Team’s transition last week, giving Carson enough scale to formalize separate business lines.
Scott Conroy will lead the independent channel, while CEO Burt White said Carson is recruiting an outside RIA executive to run the newer W-2 business.
White said Carson aims to stay roughly two-thirds integrated and one-third independent as more 1099 advisors seek W-2 moves amid high valuations, higher rates and succession pressures.
More than 400 RIA M&A deals could close in 2026, according to MarshBerry, and Carson argues its dual model supports acquisitions without relying as heavily on debt.