{"id":703619,"date":"2026-07-21T16:08:10","date_gmt":"2026-07-21T16:08:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/703619\/"},"modified":"2026-07-21T16:08:10","modified_gmt":"2026-07-21T16:08:10","slug":"carson-broadens-equity-path-to-w-2-advisors","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/703619\/","title":{"rendered":"Carson Broadens Equity Path to W-2 Advisors"},"content":{"rendered":"

Carson Group, an Omaha, Neb.-based registered investment advisor with over $60 billion in assets under management, has launched an equity program that provides ownership opportunities for W-2 advisors and team members in operational and support roles, according to an announcement from the firm.<\/p>\n

The acquisitive Carson<\/a> has, for years, given equity opportunities to founding advisors who join the firm\u2019s W-2 employee channel through a sale. But the new program will broaden ownership, allowing high-growth advisors in the final year of their acquisition-related incentives to participate in equity ownership, according to the RIA. It will also offer new equity potential for next-generation advisors and operational team members who previously had no path to owning shares, Carson Group CEO Burt White said.<\/p>\n

\u201cOur business is built by exceptional people, and this new equity program reflects our belief that the advisors and team members creating long-term value for Carson should have the opportunity to share in that success,\u201d White said in a statement.<\/p>\n

Related:Cresset Capital Snags Two Managing Directors From Lazard Wealth<\/a><\/p>\n

Equity sharing is an ongoing pressure point in the aging RIA founder space. According to a recent survey of RIAs <\/a>that custody with Schwab, only one in three RIAs has a documented path to an equity stake for employees. For RIAs offering equity, 49% said the primary reason is to retain key talent, 30% said it is to support a succession strategy, and 11% said that sharing company ownership helps with management continuity.<\/p>\n

Carson was founded by Omani Carson in 1983, offering wealth management to clients, along with advisor coaching and, eventually, a 1099 partner option for other RIAs. He is still the majority shareholder, according to filings, with the remainder being held by employees and minority investor Bain Capital.<\/p>\n

White, who took over the CEO role in April 2024<\/a>, told Wealth Management last week that, in recent years, the firm had tilted more toward its W-2 employee channel<\/a> while continuing to support its 1099 partner channel, including the recent creation of dedicated teams for both channels. White said the firm will likely remain about two-thirds integrated and one-third independent advisors.<\/p>\n

The new equity program will be another draw to Carson\u2019s W-2 channel. The RIA said in its announcement that it is designed to attract and retain next-generation advisor talent as firm valuations rise and ownership transitions become more complex.<\/p>\n

\u201cOver the past several years, we\u2019ve spent a great deal of time listening to advisors about what they want from a long-term partner,\u201d White said. \u201cOne theme came through consistently: They want the opportunity to be part of what we\u2019re building.\u201d<\/p>\n

Related:Q&A: How a 12-Year Succession Plan Helped HB Wealth Grow<\/a><\/p>\n

Carson has a network of 165-plus partner offices, including more than 50 Carson Wealth locations.<\/p>\n","protected":false},"excerpt":{"rendered":"Carson Group, an Omaha, Neb.-based registered investment advisor with over $60 billion in assets under management, has launched…\n","protected":false},"author":2,"featured_media":703620,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,4176,4174,4175,56,54,55],"class_list":["post-703619","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-personal-finance","tag-personalfinance","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/703619","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=703619"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/703619\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/703620"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=703619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=703619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=703619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}