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...

May 31, 2023

Mariner Wealth Advisors Acquires Financial Wellness Platform Spring

First Acquisition of its Kind for the Firm Will Support Employee Retention and Experience Overland Park, Kan. – May 31, 2023 – Mariner Wealth Advisors, a national wealth...

March 22, 2023

Mariner Wealth Advisors Enters New Market with Goldfinch Wealth Management Acquisition

New Location in South Carolina Boosts Firm’s East Coast Presence Overland Park, Kan. – March 22, 2023 – Mariner Wealth Advisors, a national wealth advisory firm, announced today...

February 21, 2023

Mariner Wealth Advisors to Acquire Walker Wealth

Firm Specializing in Advising Medical Professionals Will Add $301 Million in AUA Overland Park, Kan. – February 21, 2023 – Mariner Wealth Advisors, a national wealth advisory firm,...

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