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 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 (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 (Aug 2026)

Mariner Wealth Advisors has made a total of 38 acquisitions. It operates across 4 sectors: Asset Management, Services for Investment Industry, Insurance Carriers, and one additional sector. Acquisition activity is concentrated in United States, spanning 1 country. The peak years were 2022 and 2019 with 7 acquisitions each, followed by 2021 with 6. Between 2020 and 2025, the average number of acquisitions per year was 4.8, with 0 completed during the current calendar year. In June 2025, the firm acquired its most recent target, Taurus Asset Management, a diversified asset management firm founded in 2004 and based in New York.

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	{ipm	jcea	57	860
May 01, 2025	Hpwealth	pgom	w{xg	12	227
Jan 15, 2025	Jenkins Wealth	cwgb	lzmi	25	534
Jan 15, 2025	Cassady Schiller	snin	xxbu	27	620
Jan 09, 2025	Cardinal	{{qk	gnnw	20	428