Mariner Wealth Advisors Acquires Defined Financial Planning

Defined Financial Planning Acquires Annadel Capital

July 27, 2022

Wealth Management

Defined Financial Planning of Alameda, California has acquired Annadel Capital of San Rafael. The deal combines the two independent financial advisory firms to expand client services—providing Annadel clients access to Defined Financial Planning’s holistic retirement planning system and Defined clients access to CPA services—and supports succession planning for Annadel’s owners.

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 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 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.

Creative Planning Acquires Paradigm Financial Advisors

February 1, 2022

Wealth Management

Creative Planning, a large independent wealth management firm, has acquired Paradigm Financial Advisors, a St. Louis-area fee-only RIA managing over $600 million in AUM. Paradigm's owner Jim Reding becomes an equity partner and will serve as Managing Director of Creative Planning’s new St. Louis office; Creative Planning plans to leverage Paradigm’s advanced planning expertise to expand its high-net-worth services in the Midwest.