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
Marc Singer Wealth Management, Financial Planning Director @ Mariner Wealth Advisors
Wealth Management, Financial Planning Director
Marty Bicknell Founder, CEO & President @ Mariner Wealth Advisors
Founder, CEO & President
2006-05-01
Faith Xenos Managing Director and Senior Wealth Advisor @ Mariner Wealth Advisors
Managing Director and Senior Wealth Advisor
2019-05-01
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"
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Jan 14, 2025 Rankings reflect Mariner Wealth Advisors high-caliber associates delivering on client-first mission Overland Park, Kan. – February 16, 2021 – Mariner Wealth Advisors landed …See details»
Mariner Wealth Advisors Review | SmartAsset.com
While it's registered with the Securities and Exchange Commission (SEC) as Mariner, LLC, the firm conducts business as Mariner Wealth Advisors and AdvicePeriod. Mariner Wealth …See details»
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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 …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. …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»
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»
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