Mariner Independent Welcomes $275 Million Alinity Wealth Management as Advisors Choose to Scale Without Sacrificing Independence
Planning-focused advisory team selects Mariner Independent to expand capabilities while maintaining ownership, autonomy, and long-term optionality
Overland Park, Kan. — January 16, 2026 — Mariner Independent, the independent advisory channel of Mariner, today announced that Alinity Wealth Management, a $275 million planning-focused advisory firm serving families and business owners across more than 30 states, has joined the firm. The decision reflects Alinity’s desire to align with a partner that supports advisor independence while providing the infrastructure, expertise, and resources needed to grow the firm and serve clients as their financial lives grow more complex.
Alinity Wealth Management is based in Baton Rouge, La. and serves families and business owners nationwide. After operating for years within a national financial institution, the firm transitioned to independence to better align its structure with its planning-first philosophy. In evaluating potential partners, Alinity prioritized cultural alignment, ownership preservation, and a shared commitment to acting in clients’ best interests.
Through this relationship, Alinity gains access to advanced planning, tax, estate, insurance, technology, and operational capabilities designed to support growth while allowing advisors to retain full ownership of their brand, team, and client relationships.
“Mariner Independent was built for firms like Alinity,” said Rob Sandrew, National Managing Director and Head of Mariner Independent. “Some advisors want to remain independent for the long term, while others want optionality as their business, clients, and succession needs evolve. Our role is to provide the resources, infrastructure, and alignment that allow advisors to build enduring firms and grow on their terms, always in the best interests of their clients.”
Alinity Wealth Management has built a reputation for long-term client relationships supported by expertise in succession planning, retirement strategy, tax-aware investing, and multi-generational wealth planning. With the support of Mariner Independent, a SEC registered investment adviser, the firm aims to expand these capabilities while continuing to operate as an independent firm.
“Alinity Wealth Management has one purpose: a commitment to high-quality financial planning delivered in alignment with our clients’ goals and best interests,” said partners Matt Kubicek, Ethan Bowling, and Joey Wilks. “We wanted to maintain control over our client relationships and our firm while gaining access to deeper planning, technology, and operational resources. Mariner Independent shares our commitment to doing what’s right for clients while giving us the resources to keep raising the bar for client service.”
The addition of Alinity reflects the continued momentum within Mariner Independent as experienced advisory teams increasingly seek a model that balances independence with institutional-grade support. Under Sandrew’s leadership, Mariner Independent has expanded its capabilities in practice management, valuation services, estate and tax planning, and business-owner advisory services.
Today, Mariner Independent supports more than 1,000 advisors and approximately $45 billion in client assets, partnering with firms that want comprehensive resources while preserving autonomy, entrepreneurial identity, and strategic choice, all in service of helping advisors positively impact the lives of many.