Carson Group Opens Equity Program to W-2 Advisors and Staff at $60 Billion RIA
Updated
Updated · Wealth Management · Jul 21
Carson Group Opens Equity Program to W-2 Advisors and Staff at $60 Billion RIA
3 articles · Updated · Wealth Management · Jul 21
Summary
$60 billion RIA Carson Group launched an equity program that extends ownership opportunities to W-2 advisors and operational and support staff, widening access beyond selling founders.
The program targets high-growth advisors nearing the end of acquisition-related incentives, next-generation advisors and team members who previously had no route to own Carson shares.
CEO Burt White said the move is meant to attract and retain talent as firm valuations rise and ownership transitions grow more complex, reinforcing Carson's push toward its W-2 employee channel.
Equity access remains limited across the industry: a recent Schwab-custodied RIA survey found only one in three firms has a documented employee path to ownership.
Carson, founded in 1983 and still majority-owned by Ron Carson, has more than 165 partner offices, including over 50 Carson Wealth locations.