Carson Group on Tuesday announced that it acquired Marietta Wealth Management, a Marietta, Georgia-based RIA that oversees about $1.6 billion in assets under advisement.
The transaction closed on Oct. 26, Michael Belluomini, Senior Vice President of M&A at Carson Group, told Wealth Solutions Report by email.
Marietta Wealth joined Carson’s integrated channel as a Carson Wealth office in Marietta.
It is led by Managing Partners and Wealth Advisors Scott Keller, Charlie Holloway, Wes Hackney and Ben Crowe.
The RIA provides financial planning, investment management, tax planning and retirement planning for individuals, families and business owners, according to Carson.
Carson said Marietta Wealth’s clients would keep working with their existing advisors and service team. Joining the platform would give the advisors access to additional planning capabilities, Private Client Services, investment research and operational support, according to Carson.
Alaris Acquisitions served as the exclusive M&A advisor to Marietta Wealth in connection with the transaction, Carson said.
“Alaris brought us together,” Belluomini told WSR, noting, “We started conversations with them in April.”
Belluomini said, “They have an exceptional support team, a tremendous runway for growth and a shared commitment to putting clients first. It’s the kind of cultural and strategic fit we look for in a long-term partnership, and we’re excited about what we can accomplish together.”
“This team faced a challenge familiar to many successful advisory firms today,” Burt White, CEO of Carson Group, said of Marietta Wealth in the press release. “They wanted to keep growing, expand what they can offer clients and create long-term continuity without losing the planning philosophy and culture that made them successful.”
White added, “That’s exactly where Carson can make a difference. We provide the specialized expertise, innovative resources and integrated platform to help firms build for the future while preserving the relationships and client-first approach that define their business.”
According to Carson, the deal is intended to support Marietta Wealth’s operations and long-term plans by opening additional ownership opportunities to team members and helping develop its next generation of advisors.
“We were looking for a partner that would allow us to keep serving clients the way we always have while giving us the scale, resources and expertise to do even more for them,” Keller said in the press release. “Carson stood out because of its proven track record in helping firms remain local while continuing to grow.”
Carson M&A Deals
Carson Group has announced 22 acquisitions to date this year, with “more to come,” according to Belluomini. He pointed out that the firm made 23 acquisitions in 2025.
The last acquisition announced by Carson Group prior to Marietta Wealth was St. John & Associates, a family-owned wealth management firm based in Roswell, Georgia, that oversaw approximately $131 million in assets under management (AUM). St. John & Associates joined the Carson Wealth office in Milton, Georgia.
Looking ahead, Belluomini told WSR, “We’re looking for high-growth firms that are a great cultural fit, whether they’re in major metropolitan markets or smaller communities. Increasingly, we’re hearing from firms that have watched Carson’s tremendous growth over the past several years and want to be part of that success. They’re excited about the opportunity to become equity partners and help shape our future growth.”
Carson Group oversees more than $66 billion in AUM and serves over 60,000 client families among its advisory network of over 165 partner offices, including more than 50 Carson Wealth locations, it said.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
