Tracked deals
14
14 tracked deals across 2021-2026.
Operating Company
Financial Services
Mariner Wealth Advisors
Overland Park, Kansas, United States
Your wealth plan shouldn’t sit still. Mariner provides wealth planning, investment advisory services, multi-generational wealth planning, risk management, philanthropy, executive compensation planning, business succession planning, family office services, and retirement planning. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries.
- Focus Areas
- Wealth management, Financial planning, Investment advisory
- Website
- www.marinerwealthadvisors.com
Recent pace
5
5 tracked deals announced in the last 12 months.
Deal mix
Buyout
12 buyout · 2 addon
Mariner Wealth Advisors Acquisition Volume by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 14 tracked deals for Mariner Wealth Advisors.
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June 9, 2026
- Buyer
- Mariner
- Target
- Atlantic Wealth Partners
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Mariner, a national financial services firm, announced its intent to acquire Atlantic Wealth Partners, a Jupiter, Florida-based advisory firm overseeing approximately $218 million in assets. The transaction is expected to close on June 30, 2026 and will bring three Atlantic Wealth Partners advisors to Mariner, expanding its support for first responders and public safety professionals.
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April 16, 2026
- Buyer
- Mariner
- Target
- Dunlop-led multigenerational advisory practice (Blake Dunlop and Connor Dunlop), Palmer-led multigenerational advisory practice (Grant Palmer III)
- Seller
- Turkey Hill Management, LLC
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Mariner, a national wealth management firm, acquired two multigenerational advisor teams totaling approximately $500 million in assets. The deals closed on March 31 (Dunlop-led team) and April 15 (Palmer-led team), with the advisors adopting the Mariner name and brand upon closing.
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March 4, 2026
- Buyer
- Mariner
- Target
- Cowell Insurance Services (CIS)
- Seller
- Lance Cowell (Cowell Insurance Services)
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Addon
Mariner, a national financial services firm, acquired Cowell Insurance Services (CIS), a property and casualty insurance provider based in Overland Park, Kansas. The deal adds business and individual P&C risk advisory capabilities to Mariner’s “One Mariner” ecosystem and expands integrated insurance and financial planning for clients.
-
- Buyer
- Mariner (Mariner Wealth Advisors)
- Target
- First National Advisors, Strava Wealth
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
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.
-
October 31, 2025
- Buyer
- Mariner Wealth Advisors
- Target
- Defined Financial Planning
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
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.
-
August 21, 2025
- Buyer
- Mariner
- Target
- Forté Capital LLC, Ultra Financial Partners
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Mariner, a national financial services firm, announced it will acquire Forté Capital LLC and Ultra Financial Partners to expand its wealth planning and retirement advisory capabilities. The combined deals add approximately $1.7 billion in assets under advisement, with Forté Capital closing on Aug. 31, 2025 and Ultra Financial Partners closing on Sept. 30, 2025.
-
April 30, 2025
- Buyer
- Mariner
- Target
- Hyre Personal Wealth Advisors
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Buyout
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.
-
January 14, 2025
- Buyer
- Mariner
- Target
- Cassady Schiller Wealth, Jenkins Wealth, Triton Financial Group
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
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.
-
December 16, 2024
- Buyer
- Mariner (Mariner Wealth Advisors)
- Target
- Atlas Financial, Newport Advisory
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
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.
-
January 2, 2024
- Buyer
- Mariner Wealth Advisors
- Target
- Confluence Financial Planning
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
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.
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December 13, 2022
- Buyer
- Mariner Wealth Advisors
- Target
- McGervey Wealth Management
- Seller
- E. Michael McGervey (founder / principal of McGervey Wealth Management)
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Buyout
Mariner Wealth Advisors has agreed to acquire Canton, Ohio–based McGervey Wealth Management, adding approximately $105 million in assets under advisement and establishing Mariner’s fourth office in Ohio. The deal, announced December 13, 2022, will close on December 28, 2022; McGervey’s team (all five associates) will remain with the firm and the office will take the Mariner name.
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December 7, 2022
- Buyer
- Mariner Wealth Advisors
- Target
- Hayes Financial, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
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.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
10 tracked deals by Mariner Wealth Advisors.
Wealth Management Buyers & Acquisitions
4 tracked deals by Mariner Wealth Advisors.
Acquisitions in California
3 tracked deals by Mariner Wealth Advisors.
Acquisitions in Ohio
2 tracked deals by Mariner Wealth Advisors.
Acquisitions in Arizona
1 tracked deal by Mariner Wealth Advisors.
Acquisitions in Florida
1 tracked deal by Mariner Wealth Advisors.
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