Mariner Wealth Advisors Acquires McGervey Wealth Management

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.

Mercer Advisors Acquires McGee Wealth Management, Inc.

December 31, 2020

Financial Services

Mercer Global Advisors (Mercer Advisors), a Denver-based registered investment adviser, acquired McGee Wealth Management, a Portland, Oregon wealth management firm, effective December 31, 2020. The transaction brings roughly 15 McGee team members and approximately $815 million AUM (serving ~800 clients) into Mercer as part of a succession plan and to augment Mercer’s Portland presence.

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 Cassady Schiller Wealth, Jenkins Wealth and Triton Financial Group

January 14, 2025

Financial Services

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.

Mariner Wealth Advisors Acquires Heber Fuger Wendin Investment Advisors

August 2, 2022

Wealth Management

Mariner Wealth Advisors acquired Bloomfield Hills-based Heber Fuger Wendin Investment Advisors (HFW) at the end of July 2022. The acquisition expands Mariner's client roster and capabilities by adding HFW's niche advisory services for community banks and credit unions and its $8.6 billion in AUM, while HFW staff remain in place under the Mariner name.

Waverly Advisors Acquires 9258 Wealth Management

October 18, 2024

Wealth Management

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, acquired 9258 Wealth Management, a Cincinnati-based investment advisory and tax preparation firm. The deal adds three Ohio offices and approximately $1.0 billion in AUM, brings a team of 24 professionals to Waverly, and closed on October 18, 2024, increasing Waverly's AUM to about $14.4 billion.