Mariner Wealth Advisors Acquires Robinson, Tigue, Sponcil Private Wealth Management

Mariner Acquires Cassady Schiller Wealth, Jenkins Wealth and Triton Financial Group

January 14, 2025

Financial Services

Mariner announced the acquisitions of Cincinnati-based Cassady Schiller Wealth, Englewood-based Jenkins Wealth and Marlborough-based Triton Financial Group, adding a combined ~$1.087 billion in assets under advisement. The deals expand Mariner's national footprint and contribute to its goal of growing advisor count and scale as it integrates the three firms under the Mariner name in early 2025.

Mariner Acquires Atlas Financial and Newport Advisory

December 16, 2024

Financial Services

Mariner (Mariner Wealth Advisors) acquired Sarasota-based Atlas Financial and Newport Beach-based Newport Advisory, adding a combined approximately $878 million in assets under management and expanding its national footprint. The deals establish Mariner offices in Sarasota and Newport Beach and support the firm's goal of growing its advisor network and AUM.

Mariner Wealth Advisors Acquires McGervey Wealth Management

December 13, 2022

Financial Services

Mariner Wealth Advisors has agreed to acquire Canton, Ohio–based McGervey Wealth Management, adding approximately $105 million in assets under advisement and establishing Mariner’s fourth office in Ohio. The deal, announced December 13, 2022, will close on December 28, 2022; McGervey’s team (all five associates) will remain with the firm and the office will take the Mariner name.

Mariner Wealth Advisors Acquires Hayes Financial, Inc.

December 7, 2022

Financial Services

Mariner Wealth Advisors will acquire San Jose-based Hayes Financial, Inc., a boutique advisory firm serving technology executives with $325 million in assets under advisement (AUA). The acquisition — which will convert Hayes Financial to the Mariner Wealth Advisors brand upon closing on Dec. 16, 2022 — expands Mariner's executive services capabilities and establishes its eleventh California office.

Maridea Wealth Management Acquires Pinnacle Wealth Management

July 18, 2025

Financial Services

Maridea Wealth Management has acquired Pinnacle Wealth Management, a Chicago-based advisory firm led by veteran advisor Brian Sheehy. Pinnacle will move from LPL Financial to Maridea's independent RIA platform, strengthening Maridea's Midwest presence and expanding its advisor and client capabilities; Green Sail Capital Partners served as exclusive sell-side advisor.

Mariner Acquires First National Advisors and Strava Wealth (Adds ~$1.8B AUA)

January 2, 2026

Financial Services

Mariner (Mariner Wealth Advisors) acquired two RIAs — First National Advisors (Rockland, MA) and Strava Wealth (Pittsburgh) — in transactions that together add roughly $1.8 billion in assets under advisement. The deals, which closed Dec. 31, 2025 (Strava) and Jan. 2, 2026 (First National), expand Mariner’s footprint in Greater Boston and western Pennsylvania while adding sector expertise in healthcare and dental practice planning.