MARINER WEALTH ADVISORS

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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 โ€“ to deliver confidence to our clients so they can focus on whatโ€™s most important.

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MARINER WEALTH ADVISORS

Social Links:

Industry:
Consulting Financial Services Risk Management

Status:
Active

Total Funding:
75 M USD

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Current Employees Featured

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Marc Singer
Marc Singer Wealth Management, Financial Planning Director @ Mariner Wealth Advisors
Wealth Management, Financial Planning Director

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Marty Bicknell
Marty Bicknell Founder, CEO & President @ Mariner Wealth Advisors
Founder, CEO & President
2006-05-01

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Faith Xenos
Faith Xenos Managing Director and Senior Wealth Advisor @ Mariner Wealth Advisors
Managing Director and Senior Wealth Advisor
2019-05-01

Founder


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Marty Bicknell

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

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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

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