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...

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...

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