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...

January 14, 2025

Mariner Completes Triple Acquisition of Cassady Schiller Wealth, Jenkins Wealth and Triton Financial Group

Trio of Deals Adds Over $1 Billion in Assets Under Advisement Overland Park, Kan. – January 14, 2025 – Mariner, a leading national financial services firm, today announced...

January 9, 2025

Mariner Acquires Cardinal Investment Advisors, Adds $292 Billion In Assets Under Advisement

Acquisition Bolsters Institutional Services to Meet Increasing Client Demand OVERLAND PARK, KS – January 9, 2025 – Mariner, a leading national financial services firm, today announced the acquisition...

December 4, 2024

Mariner Adds $878 Million in Assets Under Management, Completes Acquisitions of Atlas Financial and Newport Advisory

Strategic Acquisitions Expand Mariner’s Footprint in Florida and California, Strengthening Coast-to-Coast Growth Strategy Overland Park, Kan. – December 4, 2024 – Mariner, a leading national financial services firm,...

October 29, 2024

Mariner Announces Strategic Partnership with Neuberger Berman Capital Solutions

Capital Infusion to Drive Mariner’s National Expansion and Elevate Client-Centric Growth Vision Overland Park, Kan. – October 29, 2024 – Mariner, a leading national financial services firm, announces...

September 3, 2024

Mariner Acquires Woodbridge International, Enhances M&A Advisory Capabilities

Acquisition Deepens Expertise in Sell-Side M&A Transactions Overland Park, Kan. – September 3, 2024 – Mariner, a national wealth advisory firm, today announced its acquisition of New Haven,...

February 1, 2024

Mariner Wealth Advisors Acquires AndCo Consulting and Fourth Street Performance Partners, Creating Mariner Institutional

Acquisitions Add Offices Across the Nation and $104 Billion in Assets Under Advisement Overland Park, Kan. – February 1, 2024 – Mariner Wealth Advisors, a national wealth advisory...

January 2, 2024

Mariner Wealth Advisors Builds on Vast Presence in California with Acquisition of Confluence Financial Planning

Firm Closed out the Year with its Seventh Acquisition of 2023, Adding $360 Million in AUM Overland Park, Kan. – January 2, 2024 – Mariner Wealth Advisors, a...

November 10, 2023

Mariner Wealth Advisors Acquires Baystate Wealth Management

Acquisition brings $1.8 billion in AUM and extends the firm’s outsource investment management capabilities. Overland Park, Kan. – November 10, 2023 – Mariner Wealth Advisors, a national wealth...

September 12, 2023

Mariner Wealth Advisors Acquires Klevens Capital Management, Adds $300 Million in AUA

Firm Adds its 94 th Location, Building on Immense Growth Nationwide Overland Park, Kan. – September 12, 2023 – Mariner Wealth Advisors, a national wealth advisory firm,  announced...

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