How many acquisitions has Mariner Wealth Advisors made so far?

Mariner Wealth Advisors has completed 38 acquisitions so far, with an average acquisition amount of $500M.

Which sectors does Mariner Wealth Advisors target for acquisitions?

Most of Mariner Wealth Advisors's acquisitions are in Asset Management (29) 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 38 Acquisitions by Mariner Wealth Advisors (Jul 2026)

Q: 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.

Most viewed in 2019

Mariner Wealth Advisors has made a total of 38 acquisitions. These transactions occurred within United States across 4 sectors: Asset Management, Services for Investment Industry, and Insurance Carriers. Activity peaked in 2022 with 7 acquisitions, 2019 with 7 acquisitions, and 2021 with 6 acquisitions. The average number of acquisitions per year for the last five years (2020–2025) is 4.8, with 0 acquisitions completed in the current calendar year. The most recent acquisition is Taurus Asset Management, a diversified asset management firm founded in 2004 and located in New York; the transaction was completed in June 2025.

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

Number of Total Acquisitions

Year	# Acquisitions
2025	5
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	ykin	koi{	75	270
May 01, 2025	Hpwealth	ygfs	{epm	94	335
Jan 15, 2025	Jenkins Wealth	vwmq	klxy	63	237
Jan 15, 2025	Cassady Schiller	aphp	lzoh	42	899
Jan 09, 2025	Cardinal	dcot	lqnc	57	912