Mariner Wealth Advisors Acquires Defined Financial Planning
October 31, 2025
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.
- Buyers
- Mariner Wealth Advisors
- Targets
- Defined Financial Planning
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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