October 21, 2021

Mariner Wealth Advisors Acquires Barley Mill Asset Management

Acquisition Adds Approximately $700 Million in Assets Under Advisement Overland Park, Kan. – October 21, 2021 – Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas...

October 6, 2021

Mariner Wealth Advisors Acquires Vaughn Wealth Management

Orlando is a Strategic, New Location as the Firm Continues to Expand Throughout Florida Overland Park, Kan. – October 6, 2021 – Mariner Wealth Advisors, a national wealth...

September 23, 2021

Mariner Wealth Advisors Makes Sixth Acquisition to Close Out Summer of Deals

Firm adds approximately $2.7 billion in assets under advisement with the acquisition of FCG Advisors Overland Park, Kan. – September 23, 2021 – Mariner Wealth Advisors, a national...

September 9, 2021

Mariner Wealth Advisors Acquires The Pinnacle Group

Firm adds over $600 million in assets under management with the acquisition of the Cincinnati firm Overland Park, Kan. – Sept. 9, 2021 – Mariner Wealth Advisors, a...

August 11, 2021

Mariner Wealth Advisors to Acquire Commonwealth Advisory Group

Wealth advisory firm continues rapid growth with its fourth announced acquisition of the summer Overland Park, Kan. – August 11, 2021 – Mariner Wealth Advisors, a national wealth...

July 28, 2021

Mariner Wealth Advisors to Acquire Channel Islands Group

Firm continues year of growth and expands presence in California with acquisition Overland Park, Kan. – July 28, 2021 – Mariner Wealth Advisors, a national wealth advisory firm,...

July 20, 2021

Marty Bicknell and Steve Lockshin Join Forces as Leonard Green & Partners Invests in Mariner Wealth Advisors

Leading independent advisory firms Mariner Wealth Advisors and AdvicePeriod announce strategic merger to build a dominant client-centric, technology-enabled, fiduciary service provider of the future.  Overland Park, Kan .–...

July 8, 2021

Mariner Wealth Advisors to Acquire Allegiant Private Advisors

Acquisition adds nearly $1 billion in assets under management to firm Overland Park, Kan. – July 8, 2021 – Mariner Wealth Advisors, a national wealth advisory firm, today...

May 24, 2021

Retire In Style With Lessons From A $4 Billion Advisor To The Rich

Valerie Newell, principal and senior wealth advisor, discusses with Investor’s Business Daily how many of her clients have used the pandemic as a time to reprioritize and realize what is most important.

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