How many acquisitions has Mariner Wealth Advisors made so far?

Mariner Wealth Advisors has completed 39 acquisitions so far, with an average acquisition amount of $500M.

Which is Mariner Wealth Advisors' latest acquisition?

Mariner Wealth Advisors's most recent acquisition is Taurus Asset Management, a Diversified asset management firm, acquired in June 2025.

Which sectors does Mariner Wealth Advisors target for acquisitions?

Most of Mariner Wealth Advisors's acquisitions are in Asset Management (30) and Services for Investment Industry (6).

In which year did Mariner Wealth Advisors make the most acquisitions?

Mariner Wealth Advisors was most active in 2022, with 7 acquisitions completed in that year.

List of 39 Acquisitions by Mariner Wealth Advisors (Oct 2026)

Mariner Wealth Advisors has made a total of 39 acquisitions. These investments span 1 country, United States, across 4 sectors: Asset Management, Services for Investment Industry, Insurance Carriers, and Other. Peak activity occurred in 2019 and 2022 with 7 acquisitions each, and in 2025 with 6. The average number of acquisitions per year from 2020 through 2025 is 5, with 0 completed in the current calendar year. In June 2025, the firm acquired Taurus Asset Management, a diversified asset management firm founded in 2004 and located in New York.

Here's the year on year acquisition history of Mariner Wealth Advisors:

Number of Total Acquisitions

Year	# Acquisitions
2025	6
2024	1
2023	5
2022	7
2021	6
2020	1
2019	7
2018	2
2014	1
2013	1
2012	2

View all Acquisitions by Mariner Wealth Advisors

Recent acquisitions by Mariner Wealth Advisors

Mariner Wealth Advisors's most recent acquisition - Taurus Asset Management is a Diversified asset management firm, founded in 2004 and located in New York. Mariner Wealth Advisors acquired it in June 2025 for a price of $*****.

Here is the list of all acquisitions by Mariner Wealth Advisors sorted by the latest acquisition date:

Acquired on	Acquired Company	Acquisition Price	Facilitators	Stake Acquired	Acquisition Multiple
Jun 05, 2025	Taurus Asset Management	dwlp	pzcw	83	468
May 01, 2025	Hpwealth	fspi	wmsb	23	668
Jan 15, 2025	Jenkins Wealth	talv	gyvg	46	986
Jan 15, 2025	Cassady Schiller	dvhb	awse	25	276
Jan 14, 2025	Triton Financial Group	jnqg	ncr{	70	320