Carson Group acquires Jacob William Advisory, strengthening partnership and expanding client services

From Yahoo Finance: 2025-07-02 06:40:00

Carson Group, with over $42bn AUM, acquires Jacob William Advisory in Maryland, led by Mark Ring and Dan Morrison overseeing $300m+ in assets. The move strengthens a partnership since 2016, focusing on growth and innovative client services.

Jacob William Advisory, established in 2006, emphasizes holistic financial planning, including retirement, estate planning, investment management, tax solutions, and high-net-worth advising. The acquisition makes it Carson Group’s 28th fully owned office, showcasing a commitment to talent development and client service continuity.

Burt White, CEO of Carson Group, praises Jacob William Advisory’s culture and commitment to future advisors. The acquisition aligns with a shared vision of client-centric service and value delivery. Carson Group’s platform offers advisors competitive advantages and support for business growth and client care.

Jacob William Advisory has expanded its team, focusing on succession planning and service enhancements. Partner Christina Snyder, along with advisers David Hodnett, JD, and Matthew Rodgville, aim to serve a growing customer base with a six-person operations staff. The partnership with Carson Group ensures continued client-focused service.

Carson Group’s purchase of Jacob William Advisory is part of a larger strategy to support independent advisors with resources, infrastructure, and ownership options. With a nationwide presence, Carson Group solidifies its position as a leading platform for advisors seeking growth and independence while prioritizing client relationships and service quality.

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