Mariner, a large and acquisitive registered investment advisory firm, is starting off its 2026 dealmaking campaign with a ...
Acquisitions of First National Advisors and Strava Wealth enhance Mariner's presence in Greater Boston and Pittsburgh while ...
Mariner acquired two companies with distinct niches, adding $1.8 billion in assets. The Overland Park-based company now has ...
Dental, medical and multigenerational planning teams in Greater Boston and Pittsburgh bolster the $609 billion mega-RIA’s ...
Kansas-based wealth management firm closed the deal on the final day of 2025, bringing its total Pittsburgh locations to ...
Mariner Wealth Advisors has seen its first transition from its independent advisor platform to a full Mariner firm, a move CEO and President Marty Bicknell sees as Mariner’s succession capabilities in ...
In the past several weeks, Mariner Wealth Advisors has been hit by multiple lawsuits filed by a trio of competitors, including Edelman Financial Engines, Avantax and RWA Wealth Partners, accusing ...
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