Advisory Firms Added Talent in Ohio, Illinois, and Florida

Carson, Mesirow, and DayMark Wealth Partners recruited new teams and expanded their geographic footprints this September.

Updated on Sept. 30, 2026 in Financial Planning

Advisory Firms Added Talent in Ohio, Illinois, and Florida

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Financial firms Carson, Mesirow, and DayMark Wealth Partners have bolstered their advisor ranks across three states. The recruitment efforts include a women-led team joining Carson with $120 million in client assets.

Why it matters

Advisors are increasingly shifting firms to secure greater operational flexibility and access to broader resources. Meanwhile, DayMark is specifically scaling its physical presence to keep pace with rapid population migration into Florida.

The Heritage Financial team transitioned $120 million in client assets to Carson. Additionally, DayMark has now established 3 total locations across Florida.

The players

Carson

This is a financial services firm that provides resources and operational support to wealth management practices.

Mesirow Wealth Management

Founded in 1937, this is a financial services firm that recently achieved recognition as one of Barron's Top 100 RIA Firms for 2026.

DayMark Wealth Partners

This wealth management firm is actively expanding its geographic footprint to align with domestic population shifts.

Heritage Financial & Investment Services

This is a women-led advisory team that recently transitioned its practice and $120 million in client assets to Carson.

The details

Mesirow Wealth Management, a firm with roots dating back to 1937 and a ranking in Barron's Top 100 RIA Firms for 2026, added Mark Nichol to its Chicago operations. DayMark Wealth Partners recruited Andrew Cardone, Chuck Brown, Skylar Mosconi, and Michael Callahan while launching a third Florida office in Sarasota.

DayMark opened Florida offices in Fort Lauderdale and Stuart in June 2025.
DayMark launched a location in Madison, Wisconsin, in July 2026.
Carson, Mesirow, and DayMark added new advisor teams in September 2026.

Market Dynamics

The aggressive recruitment efforts by Carson, Mesirow, and DayMark mirror the broader consolidation trend currently reshaping the registered investment advisor industry. These moves reflect a structural pivot where firms compete for talent to gain the scale necessary to appear on lists like Barron's Top 100 RIA Firms for 2026.

Clients moving to these firms may see changes in their available investment tools and service structures as new advisors integrate their practices. Retail investors should confirm if these transitions affect their specific account management or long-term fee schedules.

The takeaway

The rapid expansion of wealth management firms into states like Florida underscores how population demographics are forcing national firms to decentralize their operations. Investors should monitor how these organizational shifts impact their advisor's long-term access to specialized market research.