Mariner Wealth Advisors, a national wealth advisory firm, today announced that it has acquired Granite Investment Advisors. The Concord, N.H.-based firm is Mariner Wealth Advisors’ first office in the state and further expands its reach across the East Coast. This acquisition is part of the firm’s aggressive growth strategy and marks the 13th transaction completed in 2021.
Mariner Wealth Advisors, a national wealth advisory firm, today announced the acquisition of Cascadia Advisory Services, LLC (Cascadia). This acquisition marks the latest in a series of strategic acquisitions that add depth, scale and specialization to Mariner Wealth Advisors’ operations across the U.S. The firm will add twenty talented associates and expand its presence in the Portland, Ore., metropolitan area.
Mariner Wealth Advisors, a national wealth advisory firm, today announced that it has acquired Sivel Capital Management, adding $118 million in assets under advisement (AUA). The New Tripoli, Pa. based firm is Mariner Wealth Advisors’ fifth office in the state and further expands its reach across the East Coast.
Mariner Wealth Advisors, a national wealth advisory firm, today announced that it will acquire Robinson, Tigue, Sponcil Private Wealth Management (RTS). Based in Phoenix, Ariz., this will be Mariner Wealth Advisors’ second office in the Phoenix/Scottsdale metro area. This is the firm’s 10th announced acquisition since the beginning of the year during which it has added more than $15 billion in assets under advisement (AUA).
Mariner Wealth Advisors, a national wealth advisory firm, today announced that it will acquire Bay Area-based Savant Investment Group, LLC. The Emeryville, Calif. office will be the firm’s seventh office in the state and third in the Bay Area. This is Mariner Wealth Advisors’ ninth announced acquisition since the start of the year, fueling the firm to hit growth milestones of 1,000 associates and 500 advisors. The terms of the deal were not disclosed.
Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas City, today announced that it has acquired Barley Mill Asset Management in Wilmington, Del. The acquisition marks the eighth deal since the firm began rapidly expanding in July with the acquisition of Allegiant Private Advisors. This is Mariner Wealth Advisors’ first office in Delaware, and the Wilmington location is strategically positioned to support the firm’s Philadelphia team.
Mariner Wealth Advisors, a national wealth advisory firm, announced today that it has acquired Orlando-based Vaughn Wealth Management. The firm has experienced an active summer of growth, adding approximately $10 billion in assets under advisement (AUA) since June. Orlando is a strategic, new location for Mariner Wealth Advisors as it continues to expand throughout Florida.
Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas City, today announced that it has acquired New Jersey-based wealth advisory firm, FCG Advisors. The deal closed on September 10.
Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas City, today announced that it has entered into a binding agreement to acquire Cincinnati-based RIA, The Pinnacle Group, in a deal that closes Sept. 24, 2021. This is Mariner Wealth Advisors’ fifth acquisition since the sale of a minority stake in the company to Leonard Green & Partners in April. The firm currently has 395 advisors across 53 offices, and this will be its second office in the Cincinnati metropolitan area.
Mariner Wealth Advisors, a national wealth advisory firm, announced today that it has entered into a binding agreement to acquire Pittsburgh-based Commonwealth Advisory Group in a deal that will close on August 31. Mariner Wealth Advisors currently has 373 advisors across 50 offices, and although they have a presence in Pennsylvania, this will be the firm’s first location in Pittsburgh.
Mariner Wealth Advisors, a national wealth advisory firm, today announced that it has entered into a binding agreement to acquire Channel Islands Group. Based in Ventura, California, this will be Mariner Wealth Advisors’ sixth office in the state and further bolsters its national footprint. In addition, it is the firm’s 26th acquisition and the third announced agreement in the past four weeks.
