Carson Group, a wealth advisory firm managing more than $57 billion in assets, announced that Agrillo Financial Group has joined its network as a new independent office. The Bethpage, New York-based practice, led by Wealth Advisor Theodore “Ted” Agrillo III, oversees approximately $160 million in advisory and retirement plan assets.
Founded in the mid-1990s by Katherine “Dee” Agrillo, the firm has operated as a family-run business focused on building long-term client relationships. The practice primarily serves individuals, families, and small business owners, with a particular emphasis on supporting women, widows, and pre-retirees navigating financial transitions. While Dee Agrillo remains active, Ted Agrillo has taken on leadership of daily operations and long-term strategy.
The partnership with Carson Group provides Agrillo Financial Group access to expanded technology, investment capabilities, and operational infrastructure while maintaining its independence and local ownership. The firm plans to grow its team over time, including hiring junior advisors and additional staff to support future expansion and continuity.
Carson Group said its platform is designed to help independent advisors scale their businesses, integrate modern tools, and pursue growth without compromising their client-focused approach. The firm currently serves more than 60,000 client families across a network of over 165 partner offices.
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“Our practice has always been about relationships, trust and making people feel like family. As we reached capacity with our existing tools, it became clear that if we wanted to continue serving clients at the level they deserve and grow the right way, we needed a partner that has the right technology, investment platform and operational support already in place. Carson stood out because they don’t just talk about support. With Carson, there’s a clear plan and a proven process that allows us to spend more time with clients and less time managing the back office.”
Theodore “Ted” Agrillo III, Wealth Advisor, Agrillo Financial Group
“Ted and Dee have built something special over the past three decades—a practice grounded in trust, continuity and care. Carson is designed to support advisors like the Agrillo team who want to remain independent while gaining access to modern technology, integrated investment solutions and a dedicated support structure. Our platform helps advisors scale intentionally, bring on the next generation of talent and pursue growth goals without sacrificing the client experience that made their businesses successful in the first place.”
Gregg Johnson, National Sales Director, Carson Group
