Mariner Wealth Advisors and AdvicePeriod, two of the country’s leading independent advisory firms, are joining forces to build a dominant fiduciary advisory firm of the future, in a deal concurrent with an investment from private-equity firm Leonard Green & Partners (LGP).
Mariner Wealth Advisors, a national wealth advisory firm, today announced that it has entered into a binding agreement to acquire Allegiant Private Advisors, of Sarasota, Fla. Mariner Wealth Advisors has a rapidly-growing national footprint with more than 360 advisors across 46 offices, and has completed 23 acquisitions since its inception. This will be the advisory firm’s third office in Florida.
Mariner Wealth Advisors today announced it has entered into a binding agreement to make its seventh acquisition of the year, and the second in the Houston area.
Mariner Wealth Advisors today announced the establishment of its corporate development team to accelerate the growth momentum of both Mariner Wealth Advisors and Mariner Platform Solutions.
Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas City, is proud to announce it has opened its 42nd office location in Salt Lake City, Utah. Establishing a presence in Salt Lake City broadens the firm’s presence in the West Central region and allows the firm to bring custom wealth advice to a diverse set of local clients.
Mariner Wealth Advisors, the wealth advisory firm nationally ranked by Barron’s as a top four RIA firm the last four years1, today announced it has entered into a binding agreement to acquire the assets of Wealth Health, LLC (Wealth Health). This marks Mariner Wealth Advisors’ 11th acquisition in the past 14 months and reinforces Mariner’s momentum in acquiring talent nationwide to better serve clients from coast-to-coast.
Mariner Wealth Advisors, the wealth advisory firm nationally ranked by Barron’s as a top four RIA Firm the last four years1, today announced it has entered into binding agreements to acquire the tax practices of David G. Miller & Associates and G.M. Bremer & Associates.
Mariner Wealth Advisors today announced the opening of its new office in Wichita, Kan.
Mariner Wealth Advisors today announced it has entered into a binding agreement to acquire the assets of Snow Creek Wealth Management, LLC, located in Nashville, Tenn. Mariner Wealth Advisors also announced the hire of industry veteran Eddie Dulin, at its Scottsdale, Ariz. office.
Mariner Wealth Advisors today announced it has entered into a binding agreement to make its sixth acquisition of the year.
Singer Xenos Schechter Sosler (Singer Xenos), located in Coral Gables, Florida, has 16 associates and more than $1.3 billion assets under management2 as of their most recent ADV filing. The firm is led by partners Marc Singer, Faith Xenos, Neil Sosler and Jay Schechter. All of the partners will remain with Mariner Wealth Advisors.
Mariner Wealth Advisors today announced progress toward its aggressive growth agenda…
