News - Mariner Wealth Advisors
The latest news and updates from Mariner Wealth Advisors.
www.marinerwealthadvisors.comHere are the latest public updates on Mariner Wealth Advisors, based on recent reporting:
-
A major acquisition earlier in 2024 significantly expanded Mariner’s institutional capabilities, adding AndCo Consulting and Fourth Street Performance Partners and creating Mariner Institutional with more than $100 billion in assets under advisement. The deal was billed as expanding services for defined-contribution and defined-benefit plans and increasing Mariner’s geographic footprint, including offices in multiple states (KY, FL, IL, TX, MI, PA, NV, etc.). This was part of a broader inorganic growth push for the firm.[2][3]
-
In early 2025, Mariner continued its growth trajectory with notable recruiting and expansion efforts reported in industry outlets, including aggressive plans to recruit hundreds of senior wealth advisors to broaden its nationwide advisory network.[6]
-
In 2025, Mariner also announced strategic acquisitions and integrations that broadened its service offerings and expanded its office network, notably adding to its Pennsylvania presence and complementing existing teams to enhance tax, estate, and investment capabilities.[1]
-
The firm maintains an active newsroom and external communications channel highlighting ongoing enhancements to its insurance consulting, wealth solutions, and overall client-first approach as part of its growth strategy.[7][8]
Illustrative example: Mariner’s growth has been driven by a combination of large acquisitions expanding institutional capabilities and targeted recruiting to scale its advisor network, with continued emphasis on integrating new teams while preserving client-focused service.[1][2][6]
If you’d like, I can compile a concise timeline of Mariner Wealth Advisors’ major deals in the last 24–36 months and attach brief summaries of each impact area (institutional, advisor recruitment, geographic expansion). I can also pull the most recent press releases for exact dates and deal names. Also, if you want local NY-area implications or nearby office openings mapped, I can summarize that as well.