Carson Wealth Management has made its biggest acquisition as the Omaha, Neb., advisory firm with $3.2 billion in assets looks to provide RIAs with a succession planning alternative to the large roll-up firms.

Carson announced Wednesday it bought Caton Financial, a $218 million hybrid RIA that is based in San Francisco. This is Carson's fifth acquisition since it launched Carson Institutional Advisors less than a year ago.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access