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

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 Defined Financial Planning

October 31, 2025

Financial Services

Mariner Wealth Advisors has acquired Defined Financial Planning, a San Rafael, California–based registered investment adviser with approximately $164 million in assets under advisement. The acquisition, which closed Oct. 31, 2025, expands Mariner's West Coast footprint and brings a three-person team into Mariner's national advisory platform.

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 Wealth Advisors Acquires Confluence Financial Planning

January 2, 2024

Wealth Management

Mariner Wealth Advisors acquired Confluence Financial Planning on Dec. 31, adding a Sacramento office and roughly $360 million in client assets to Mariner's platform. Confluence, founded in 1983, retained its six associates and will operate under the Mariner Wealth Advisors name as the firm's first Sacramento location.

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 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.