March 4, 2026

Mariner Expands Service Portfolio, Adds Risk Advisory for Individuals and Businesses with Acquisition of Cowell Insurance Services

Addition of property and casualty capabilities strengthens coordination and enhances the firm’s ability to attract advisors seeking a multidisciplinary platform OVERLAND PARK, Kan. – March 4, 2026 –...

January 16, 2026

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...

January 6, 2026

Mariner Starts 2026 With $1.8 Billion Dual Acquisition as Advisor Growth Accelerates

Acquisitions of First National Advisors and Strava Wealth enhance Mariner’s presence in Greater Boston and Pittsburgh while expanding sector-specialized capabilities Overland Park, Kan. — January 6, 2026  —...

November 4, 2025

Mariner Expands West Coast Footprint with Acquisition of Defined Financial Planning

Acquisition adds approximately $164 million in AUA, reflects growing industry demand for scale and integrated advisory platforms OVERLAND PARK, Kan.  — November 4, 2025 — Mariner, a national...

September 3, 2025

Wirehouse Breakaways Fuel Momentum for Mariner Independent

Platform Empowers Growth-Minded Advisors to Build and Own Enduring, Independent Firms OVERLAND PARK, Kan. – Sept. 3, 2025 – Mariner, a national financial services firm, today announced sustained growth...

August 21, 2025

Mariner Acquires Forté Capital LLC and Ultra Financial Partners, Adds $1.7 Billion in Assets Under Advisement

Firms bring deep planning expertise, innovative investment strategies and strong client relationships to Mariner’s growing national platform OVERLAND PARK, Kan. – Aug. 21, 2025 – Mariner, a national...

June 17, 2025

Mariner Expands Independent Platform Leadership Team Amid Surge in Advisor Demand

Firm continues to scale Mariner Independent, expanding opportunity and support for 1099 advisors seeking long-term growth and succession solutions. OVERLAND PARK, Kan. – June 17, 2025 – Mariner,...

June 3, 2025

Mariner Acquires Taurus Asset Management, Adds $1.4 Billion in Assets Under Advisement

Firm Specializes in Advising Families and Professional Athletes OVERLAND PARK, Kan. – June 3, 2025 – Mariner, a national financial services firm, today announced the acquisition of Taurus...

May 1, 2025

Mariner Acquires Columbus, Ohio-Based Hyre Personal Wealth Advisors, Adds $325 Million in Assets Under Advisement

Mariner Expands Ohio Presence with Eighth Office, Serving Approximately 2,600 Clients Across the State OVERLAND PARK, Kan. – May 1, 2025 – Mariner, a national financial services firm,...

March 5, 2025

Mariner Creates Unique Pathway for Advisory Firm Succession and Seamless Client Experience with Ocean Heights Advisors Transition

Deal Transitions High Growth Advisory Firm from Independent Platform to fully Mariner to accelerate growth opportunities and enhance services to clients. OVERLAND PARK, Kan. – March 5, 2025...

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