MARINER WEALTH ADVISORS
Mariner Wealth Advisors is a financial services company specializing in risk management and consultancy services. we provide holistic, innovative and client-focused solutions. We bring together talented resources, innovative offerings and proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important.
MARINER WEALTH ADVISORS
Industry:
Consulting Financial Services Risk Management
Status:
Active
Total Funding:
75 M USD
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Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-07-19 | The Financial Services Network | The Financial Services Network acquired by Mariner Wealth Advisors | N/A |
| 2022-02-15 | Arbor Wealth Management | Arbor Wealth Management acquired by Mariner Wealth Advisors | 527 M USD |
| 2022-01-12 | Viewpoint Financial Network | Viewpoint Financial Network acquired by Mariner Wealth Advisors | N/A |
| 2021-12-01 | RTS Private Wealth Management | RTS Private Wealth Management acquired by Mariner Wealth Advisors | N/A |
| 2021-11-18 | Savant Investment Group | Savant Investment Group acquired by Mariner Wealth Advisors | N/A |
| 2021-10-06 | Vaughn Wealth | Vaughn Wealth acquired by Mariner Wealth Advisors | N/A |
| 2021-09-23 | FCG Advisors | FCG Advisors acquired by Mariner Wealth Advisors | N/A |
| 2021-07-28 | Channel Islands Group | Channel Islands Group acquired by Mariner Wealth Advisors | N/A |
| 2021-07-20 | AdvicePeriod | AdvicePeriod acquired by Mariner Wealth Advisors | N/A |
| 2021-07-08 | Allegiant Private Advisors | Allegiant Private Advisors acquired by Mariner Wealth Advisors | N/A |
Investors List
Penfund
Penfund investment in Debt Financing - Mariner Wealth Advisors
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2019-08-13 | Snappy Kraken | Mariner Wealth Advisors investment in Seed Round - Snappy Kraken | 3.5 M USD |
More informations about "Mariner Wealth Advisors"
Mariner: Access to a Wealth of Knowledge and Solutions.
As a nationally recognized firm with a local presence across the country, we offer wealth management from advisors focused on helping you navigate your financial future.See details»
Mariner Wealth Advisors Continues its Expansion with the …
Jul 19, 2022 · “We launched Mariner Platform Solutions in 2020 to free independent advisors from back-office responsibilities and return them to what they do best: providing world-class …See details»
Mariner Wealth Comes Under Fire In Courts
Jan 31, 2024 · In the past several weeks, Mariner Wealth Advisors has been hit by multiple lawsuits filed by a trio of competitors, including Edelman Financial Engines, Avantax and RWA Wealth Partners,...See details»
Mariner Wealth Review 2024 - investor.com
Oct 16, 2024 · Mariner Wealth, registered in 2006, serves 53 state(s) with a licensed staff of 709 advisors. Mariner Wealth manages $81.1 billion and provides investment advisory services for …See details»
Mariner Wealth Advisors - Crunchbase
Mariner Wealth Advisors is a financial services company specializing in risk management and consultancy services. we provide holistic, innovative and client-focused solutions. We bring together talented resources, innovative offerings …See details»
Mariner to Buy $26B Firm, LPL Partner - ThinkAdvisor
Jul 19, 2022 · Mariner Wealth Advisors is acquiring the Financial Services Network, which provides administrative, compliance and other services to about 400 advisors with $26 billion …See details»
Mariner Wealth Advisors Review - ComparisonAdviser
Feb 9, 2024 · Mariner Wealth Advisors (MWA) is a registered investment advisor firm based in the Kansas City suburb, Overland Park, KS. It offers a full range of services, including investment management, holistic financial planning, and …See details»
How This Team Built Itself Into One of the Largest …
As CEO, Bicknell has built the Overland Park, Kan.–based firm into one of the largest registered investment advisors in the U.S., with $108 billion of assets under management as of the end of...See details»
How Mariner Is Trying To Move Wealth Management …
May 1, 2015 · To that end, Mariner has partnered with a number of nearby universities to help create curriculum content and perhaps attract the next generation of advisors, or at least recruits with...See details»
FAMILY OFFICE SERVICES - Mariner Wealth Advisors
Mariner Wealth Advisors provides the resources your family needs to help manage, secure and grow your wealth while leaving a strong legacy for generations to come.See details»
Mariner Wealth Advisors Review | SmartAsset.com
Mariner Wealth Advisors (MWA) is a massive wealth management firm based in Overland Park, Kansas, with tens of billions of dollars under management. The firm works with a range of …See details»
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Whether you need help transferring wealth to your heirs, creating a strategy to protect assets, like your home and wealth, integrating your personal and business plans, or creating an …See details»
Mariner Wealth Advisors reviews - Glassdoor
Mariner Wealth Advisors has an overall rating of 3.6 out of 5, based on over 150 reviews left anonymously by employees. 54% of employees would recommend working at Mariner Wealth …See details»
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Wealth Management Services for Businesses | Mariner
From building your plan from the ground up, to managing and enhancing your existing retirement plan, we provide services such as investment selection, asset allocation, ERISA compliance, …See details»
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Mariner Wealth Advisors Reviews - Glassdoor
Mariner Wealth Advisors has an overall rating of 3.6 out of 5, based on over 151 reviews left anonymously by employees. 54% of employees would recommend working at Mariner Wealth …See details»