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"
About Mariner | Join Mariner
Mariner is a privately held, national financial services firm equipped to meet modern wealth needs. Our advisors — with Mariner Wealth or Mariner Independent — have access to in-house expertise including tax, estate …See details»
Mariner Wealth Advisors - Crunchbase Company …
Mariner Wealth Advisors is a financial services company specializing in risk management and consultancy services. we provide holistic, innovative and …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. Assembling ... favorite …See details»
Mariner: Access to a Wealth of Knowledge and Solutions.
Mariner provides wealth advice designed to last by creating a financial strategy designed to change with you. Call Us: 800-384-1756. Client Login; ... 2019 #4, and 2018 #3 rankings to …See details»
Mariner Wealth Acquires LPL Affiliate - National Association of …
Jul 20, 2022 Expanding the firm’s advisor network and broadening its platform offerings, Mariner Wealth Advisors announced July 19 that it is acquiring The Financial Services Network and its …See details»
Home | Join Mariner
Join Mariner — as an advisor or supporting specialist — and access tools, expertise and support to build momentum for your career and clients. ... 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data …See details»
Meet Our Team - Mariner
From wealth advisors to tax professionals, our teams are under one roof, here to get to know you and create a personalized wealth management strategy designed to change along with you. ... Head of Mariner Independent. 619-343-3491. …See details»
Mariner Wealth Advisors
• We provide access to our senior wealth advisors who can add technical and sales support for the solicitor during client meetings. Flexible • We prepare individualized asset allocation based …See details»
News | Mariner
Rankings reflect Mariner Wealth Advisors high-caliber associates delivering on client-first mission Overland Park, Kan. – February 16, 2021 – Mariner Wealth Advisors landed ten of its advisors on... Read Press Release > February 9, …See details»
Meet Our Team - Join Mariner Wealth Advisors
At Mariner, we believe every advisor should have a team of advisors to support them. Whether you want to join our team as an advisor or prefer to maintain your independence, we’re here to support your growth. If our collaborative …See details»
Wealth Management Services for Businesses | Mariner
Mariner Wealth Advisors Continues Notable Growth with Acquisition of Corbenic Partners June 14, 2022 Pennsylvania-based Firm Boasts Franchisee Advising and Multi-generational Clients …See details»
Mariner Wealth Advisor Benefits & Resources | Join Mariner
When you join Mariner, you become part of a collaborative team that spans the entire firm. The team members and resources you’ll have access to as a Mariner advisor will allow you to …See details»
Connect With Our Wealth Team | Mariner
Barron’s Top RIA Firms: Barron’s awarded 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA registered …See details»
Wealth Planning Services - Mariner
Our wealth planning process at Mariner begins by listening to your greatest joys and challenges and what keeps you up at night. Call Us : 800-384-1756 Client LoginSee details»
Find a Wealth Management Team Near You | Mariner
As a privately held firm serving individual and business clients across the country, our in-house teams offer 360° wealth management advice designed specifically for you. Call Us : 800-384 …See details»
Alexander Blanco, CFP® | Director & Senior Wealth Advisor
Director & Senior Wealth Advisor. Contact Alexander Email Alexander [email protected] 203-341 ... Prior to joining Mariner, Alex was a wealth manager at Goldman Sachs Personal Financial …See details»
Mariner: Access to a Wealth of Knowledge and Solutions.
Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 …See details»
Investment Banking & Business Owner Solutions | Mariner
Apr 29, 2025 At Mariner, we provide business owners with support and guidance to help prepare for sustained growth and successful transitions. Our services include tailored financial, estate …See details»
Kevin Laake, CFA, CAIA | Director, Manager Research | Mariner
Prior to joining Mariner, Kevin was director of manager research at Newport Group, where he focused on the selection and monitoring of asset managers for qualified and non-qualified …See details»
Mariner, Two Others Settle Collusion Case for Nearly $26 Million
4 days ago Mariner Wealth Advisors and two other Kansas City-area firms have reached a $25.5 million settlement in a class action lawsuit alleging they had illegally agreed to not poach each …See details»