Mariner Acquires Cassady Schiller Wealth, Jenkins Wealth and Triton Financial Group
January 14, 2025
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.
- Buyers
- Mariner
- Targets
- Cassady Schiller Wealth, Jenkins Wealth, Triton Financial Group
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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