Mariner has acquired Strava Wealth, marking its third Pittsburgh location and adding a five-person team with approximately ...
Mariner, a large and acquisitive registered investment advisory firm, is starting off its 2026 dealmaking campaign with a ...
Dental, medical and multigenerational planning teams in Greater Boston and Pittsburgh bolster the $609 billion mega-RIA’s ...
Mariner has acquired two RIAs advising on a combined $1.8 billion in assets. Meanwhile, Apella also announced a deal for a $1 ...
Giant RIA acquirer Mariner has boosted its presence in the Boston area and Pittsburgh with the acquisitions of two advisory firms, First National Advisors and Strava Wealth, that together oversee some ...
Mariner is looking to solidify its status as a destination for independent-minded advisors as one of its partners in the West Coast undergoes a key transition. On Wednesday, the mega-RIA announced ...
Mariner Wealth Advisors has been granted a partial temporary restraining order against three former advisors in Cincinnati who it said stole trade secrets and poached clients when they left for a ...
A Montana-based advisor who recently joined Mariner Wealth Advisors is suing her prior employer, Avantax, to break contracts she argues are “vague, overbroad and unenforceable.” Molly Nelson claims ...
Avantax is suing Mariner Wealth Advisors—again. It’s the latest instance of Mariner being the target of litigation in recent months. The Iowa-based, tax-focused planning firm filed a complaint against ...
Mariner Wealth Advisors, a national wealth advisory firm, today announced it will acquire Miramar Beach, Fla.-based Arbor Wealth Management, marking its first deal of the new year. After closing 14 ...
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