July 6, 2026

Mariner Adds Family Care and Healthcare Navigation Support to Strengthen Advisor and Client Experience

Partnership with Cariloop provides direct access to dedicated care coaches who manage care logistics and guide complex medical decisions . Overland Park, Kan. — July 7, 2026  —...

June 9, 2026

Mariner Expands Commitment to First Responders Through Planned Acquisition of Atlantic Wealth Partners

Florida-based advisory team to join Mariner next month, adding $218M in AUA and continuing the firm’s investment in those who serve. OVERLAND PARK, Kan. — June 9, 2026...

June 2, 2026

Mariner Expands Into Entertainment Industry Wealth with $320M Acquisition Serving Top Talent

Acquisition of Wealth Conscious Management brings a California-based team with a focus on film, television, music and media professionals to Mariner’s national platform OVERLAND PARK, Kan. — June...

April 28, 2026

Mariner Independent Launches $1.3B Mosaic Value Partners as Advisors Reestablish Independence and Expand Growth Strategy

Largest firm to date debuts on Mariner Independent as three senior advisors pair investment expertise with a rebuilt research platform OVERLAND PARK, KAN. — APRIL 28, 2026 —...

April 16, 2026

Mariner Welcomes Two Advisor Teams, Adding $500M in Assets

St. Louis- and Maryland-based advisory teams join Mariner to enable their next phase of growth, focusing on client continuity and next-generation advisor development OVERLAND PARK, KAN. — APRIL...

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...

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