On September 18, 2025, Carson Group announced that it acquired Wells Trecaso Financial Group.
Carson Group (“Carson”) announced, on September 18, 2025, that it acquired Wells Trecaso Financial Group (“Wells Trecaso”). Under the terms of the transaction, Wells Trecaso’s team will remain in place. Further terms of the deal were not disclosed.
Carson, based in Omaha, Nebraska, is a registered investment advisor offering personalized financial planning, investment management, and business consulting services. Carson has approximately $48 billion in assets under management.
Wells Trecaso, based in Akron, Ohio, is a registered investment advisor offering comprehensive wealth planning services. Wells Trecaso has approximately $570 million in assets under management. MarshBerry served as exclusive M&A advisor to Wells Trecaso.
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