Mariner Wealth Advisors, an Overland Park, Kansas-based wealth firm managing $55 billion in assets, has acquired Granite Investment Advisors, a Concord, New Hampshire-based registered investment adviser.  Simultaneous with the acquisition, Martha Cottrill and Ed Taylor, previously with Taylor, Cottrill, Erickson ...

Mariner Wealth Advisors, an Overland Park, Kansas-based firm that advises on $50 billion, will acquire Portland, Oregon-based Cascadia Advisory Services, which oversees $775 million in assets. The terms of the acquisition, which is expected to close by the end of ...

Mariner Wealth Advisors said Wednesday that it’s acquiring Robinson Tigue Sponcil Private Wealth Management, a Phoenix-based firm with $393 million in assets under advisement. The acquisition is scheduled to close on Dec. 10; terms were not disclosed. RTS, founded over ...

Mariner Wealth Advisors, an Overland Park, Kansas-based firm with $50 billion in assets under advisement, will acquire Savant Investment Group, an Emeryville, California-based firm advising on $770 million in assets. The terms of the deal, Mariner’s ninth acquisition this year, ...

Mariner Wealth Advisors, an Overland Park, Kansas-based wealth advisory managing more than $50 billion, has acquired Barley Mill Asset Management, a Wilmington, Delaware-based registered investment advisory firm managing $700 million. Barley Mill assumed the Mariner Wealth Advisors name when the ...

Mariner Wealth Advisors, an Overland Park, Kansas-based registered investment adviser with $10 billion in assets under advisement, has acquired Orlando, Florida-based Vaughn Wealth Management. The firm advises on $250 million in assets. Vaughn, which has been in business for 40 ...

Almost from the day he started his wealth management firm in 2014, Russ Charvonia would get unsolicited emails offering to buy the company. He’d send them directly to his trash folder.  But like hundreds of other managers this year, Charvonia ...

Mariner Wealth Advisors is wrapping up the summer of 2021 with its sixth acquisition, adding $2.7 billion in assets with the Chatham, New Jersey-based FCG Advisors. Overland Park, Kansas-based Mariner currently has 403 advisers across 54 offices. Since July, the ...

Mariner Wealth Advisors has notched its fifth acquisition since selling a minority stake to private equity investor Leonard Green & Partners in April. The Overland Park, Kansas-based registered investment adviser announced Thursday its plans to acquire The Pinnacle Group, a ...

Mariner Wealth Advisors, an Overland Park, Kansas-based registered investment adviser with $46 billion in assets under advisement, has agreed to acquire Pittsburgh-based Commonwealth Advisory Group, which manages $500 million. [More: Mariner Wealth to acquire AdvicePeriod] Terms of the deal, which ...