Carson Group Announces Corporate Rebranding
Carson Group (www.carsongroup.com), a conglomerate of companies serving advisors and investors, has announced the official rebrand of its organization, the renewed vision backed by its internal stakeholders, and the unique opportunity the new brand seeks to capitalize on in financial services. As an all-encompassing growth partner for advisors across the country, the firm decided to align its expansive thought leadership and simplify its offering to better support advisors as the profession undergoes significant change of its own.
The rebranding efforts include the dual transformation in naming conventions to Carson Group Coaching (www.carsongroupcoaching.com), formerly known as Peak Advisor Alliance, and to Carson Group Partners (www.carsongrouppartners.com), formerly known as Carson Institutional Alliance. Both firms bring a long-standing history and well-regarded reputation to the newly unified mission of Carson Group.
The new branding and reorganization of Carson Group’s companies is the most recent move in the firm’s journey to further professionalize its operations, centralize the skillsets and experience of the team, and enhance the wide range of solutions it’s able to provide to advisors. The recent momentum has been widely recognized both inside and outside the industry. Earlier this year, Carson Group was recognized as a Finalist for the Wealth Management Industry Awards in two categories: Industry Disruptor and Succession/Ownership Transition Services. At 119 stakeholders, the firm was also recently named to the prestigious Inc. 5000 list of America’s Fastest Growing Companies, underlining the efforts and investment made to transform the brand into a household name.
Carson Group Partners, formerly Carson Institutional Alliance, has more than doubled its total assets under advisement* to $8.56 billion over the past three years and more than tripled the number of Partner advisor firms in its community, with offices in 51 locations across the country. The growth extends well beyond Carson Group’s walls to the advisors themselves, with Partner offices organically growing at an average of 21.71% over the past two years, far exceeding the average advisor growth rate. Carson Group Coaching, formerly Peak Advisor Alliance, has experienced an uptick in advisor membership as well, growing their community to an all-time high of 1208 firms, consisting of more than 5,000 advisors across the U.S. and Canada.