Mariner Acquires Atlas Financial and Newport Advisory
December 16, 2024
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.
- Targets
- Atlas Financial, Newport Advisory
- Platforms
- Mariner (Mariner Wealth Advisors)
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Addon
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