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

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 Acquires Hyre Personal Wealth Advisors

April 30, 2025

Wealth Management

Mariner (Mariner Wealth Advisors) has acquired Hyre Personal Wealth Advisors, adding approximately $325 million in assets under advisement. The deal closed April 30, 2025 and brings five Hyre team members into Mariner’s Columbus office, expanding Mariner’s presence in Ohio.

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 Robinson, Tigue, Sponcil Private Wealth Management

December 1, 2021

Wealth Management

Mariner Wealth Advisors announced it will acquire Robinson, Tigue, Sponcil Private Wealth Management (RTS), adding approximately $393 million in assets under advisement and establishing Mariner's second office in the Phoenix/Scottsdale metro. RTS will assume the Mariner Wealth Advisors name upon closing on Dec. 10, 2021; Echelon served as financial advisor to RTS.

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.

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.