{"id":702049,"date":"2026-05-29T17:57:08","date_gmt":"2026-05-29T17:57:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/702049\/"},"modified":"2026-05-29T17:57:08","modified_gmt":"2026-05-29T17:57:08","slug":"deals-moves-carson-adds-lpl-farther-advisors","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/702049\/","title":{"rendered":"Deals & Moves: Carson Adds LPL, Farther Advisors"},"content":{"rendered":"

Carson Group, a $58 billion Omaha, Neb.-based registered investment advisor, has brought over an LPL Financial team with $320 million in assets under management, according to the RIA and regulatory filings.<\/p>\n

Tungsten Wealth Management will continue to be led by founding partners and wealth advisors Shawn Peschke and Rob Frits, and include four other advisors.\u00a0<\/p>\n

Peschke has had a long-standing relationship with the firm, including meeting Carson founder and Chairman Omani Carson in 2005, and then enrolling his firm in Carson\u2019s advisor coaching program in 2018.<\/p>\n

\u201cWorking with Carson allows us to preserve our close-knit, family-oriented firm culture while gaining access to more advanced technology, tax planning capabilities and regulatory support,\u201d Peschke said of the move in a statement.\u00a0<\/p>\n

Peschke and Frits met with LPL in 2007 before founding Tungsten Wealth in 2017. Their firm has offices in Edmond and Tulsa, Okla.; Bentonville, Ark.; and Lafayette, La.\u00a0<\/p>\n

Related:Schwab\u2019s Beatty Says Expanding Wealth Advice Not at Risk of \u2018Bumping Into\u2019 RIAs<\/a><\/p>\n

Earlier this month, Carson also announced on LinkedIn that it had added Ryan Roloff, president and wealth advisor at Roloff Retirement Solutions, as an independent advisor based in Las Vegas. Roloff joins from the tech-focused RIA Farther and made the move to Carson for its \u201ccontinued investment in technology and AI capabilities<\/a> designed to enhance advisor efficiency and elevate the client experience, as well as its collaborative community of growth-oriented advisors,\u201d according to a statement.<\/p>\n

Roloff oversees just under $90 million in client assets.<\/p>\n

Focus to Acquire $960M EverNest Financial Advisors<\/p>\n

Focus Financial Partners, the wealth management, family office, and business management services with $500 billion in advised assets, announced today that\u00a0Focus Partners Wealth will acquire\u00a0EverNest Financial Advisors, a Carmel, Ind.-based firm with $960 million in client assets. The firms expect the deal to close in the third quarter.\u00a0<\/p>\n

EverNest offers financial planning and investment services to individuals, families, foundations and endowments, and is led by Managing Partner Frank Esposito.\u00a0<\/p>\n

\u201cAs we sought opportunities to expand capabilities for our clients and provide more expansive career pathing for our team members, Focus was a clear fit,\u201d Esposito said in a statement.<\/p>\n

EverNest had been with Sanctuary Advisors, a subsidiary of Sanctuary Wealth, for about a year until 2023, when it split off, according to BrokerCheck.\u00a0<\/p>\n

The move expands Focus\u2019s footprint in greater Indianapolis, an area the firm calls a strategic growth market. Focus and its subsidiaries are led by CEO Adam Birenbaum, who took over the job from Michael Nathanson in December, 2025<\/a>. The RIA aggregator is majority-owned by private equity firm Clayton, Dubilier & Rice, and Stone Point Capital holds a minority stake.\u00a0<\/p>\n

Related:Carson Group Launches Estate Planning Push<\/a><\/p>\n

$563M Brooklyn FI Sells Minority Stake to Accelerated Wealth Partners<\/p>\n

Brooklyn Fi, a $563 million registered investment advisor founded in 2018, has sold a minority stake to Accelerated Wealth Partners.<\/p>\n

The Brooklyn-based RIA has a team of 17 and a focus on \u201ctech employees, founders and creatives through IPOs, acquisitions, tender offers, secondaries, business sales and the tax and planning complexity that follows.\u201d\u00a0<\/p>\n

The firm was founded by Ally Jane (AJ) Ayers and Shane Mason, and in 2021 won the advisory firm of the year award from the XY Planning Network, a fee-only member platform<\/a> geared toward startup advisors.\u00a0<\/p>\n

\u201cOur core priority is organic growth driven by expanding our capabilities for\u00a0clients, accomplished by hiring across sales, planning and tax,\u201d Ayers wrote via email. \u201cSecond, and importantly, is technology\u2014continuing to build out our tax-integrated planning stack and AI infrastructure, which is where we think the next decade of advice\u00a0gets\u00a0won.\u00a0Third, selective M&A\u2014we are having active conversations with firms whose clients and culture fit ours, and the capital gives us flexibility to move when the right opportunity comes along.\u201d<\/p>\n

Related:Judge Tightens Restrictions on Prime Capital in Edelman Lawsuit<\/a><\/p>\n

Ayers and Mason have grown the firm to work with about 500 households. Ayers also launched BKFi Academy in 2021, an employer education and financial wellness platform. Ayers said the firm is focused on technology professionals navigating equity compensation decisions.<\/p>\n

\u201cOur thought leadership is not generic financial advice,\u201d she wrote. \u201cIt comes from sitting across the table from a Google engineer working through a concentrated stock position,\u00a0or a Notion\u00a0employee preparing for a tender offer, or a recently-public company\u2019s first cohort of newly-liquid millionaires. When we write or speak about equity comp, it is because we just spent the morning solving for it. That is what makes the content resonate with clients and with peers in the industry.\u201d<\/p>\n

The investment is New York-based Accelerated Wealth Partners\u2019 second minority stake since getting a $200 million capital commitment from J.C. Flowers in March<\/a>. Later that month, Accelerated Wealth announced it had taken a minority stake in a Houston-based wealth management firm with $1.6 billion<\/a> in assets under management.<\/p>\n

Accelerated Wealth was founded by Eric Amar, who previously worked on acquisitions and deal-related activities at Focus. His team also includes Jonathan Fass, vice president, finance, another Focus alumnus.<\/p>\n

Amar said in a statement that Brooklyn Fi has \u201cchosen a niche that is only going to expand as more wealth is created through equity compensation, and they have the team, the brand, and the technology to become the definitive authority in that space.\u201d<\/p>\n

LPL Adds $600M Team From D.A. Davidson<\/p>\n

LPL Financial has brought financial advisors Michael Stevenson, David Johnson and Nikko Gronhovd of Soundview Wealth Management to its broker\/dealer and RIA platform from D.A. Davidson. The group is bringing about $600 million in advisory, brokerage and retirement-plan assets.<\/p>\n

Soundview specializes in working with clients across multiple generations, from wealth transitions to helping younger clients begin investing.<\/p>\n

The firm explored various options before choosing LPL \u201cto enhance their technology and operational flexibility,\u201d according to the announcement.<\/p>\n

\u201cThey walked us through their technology, the platform\u2019s flexibility, and how it supports the way we want to work with clients,\u201d Stevenson, who had been with D.A. Davidson for about seven years, said in a statement. \u201cJust as important, they outlined a transition plan that felt clear and manageable for the people we serve.\u201d<\/p>\n

Through a combination of recruiting and acquisitions, LPL has grown to more than 32,000 financial advisors and is an affiliate of about 1,100 wealth management practices of financial institutions, serving and custodying about $2.3 trillion in brokerage and advisory assets.<\/p>\n","protected":false},"excerpt":{"rendered":"Carson Group, a $58 billion Omaha, Neb.-based registered investment advisor, has brought over an LPL Financial team with…\n","protected":false},"author":2,"featured_media":702050,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[45,49,48,133,131,132],"class_list":["post-702049","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-ca","tag-canada","tag-finance","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/702049","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=702049"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/702049\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/702050"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=702049"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=702049"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=702049"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}