Mariner Wealth Advisors Acquires Confluence Financial Planning

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.

Clearlake Capital Acquires Confluence from TA Associates

June 17, 2021

Software

Clearlake Capital has signed a definitive agreement to acquire Confluence Technologies from TA Associates, with Clearlake becoming the majority shareholder and TA retaining a minority stake. The investment will support Confluence's global expansion and Clearlake's buy-and-build strategy to grow the company's software and data solutions for the investment management industry.

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 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.

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.