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Advisor·RIA Rollups

AndCo Consulting

Winter Park, Florida, USA1expert edge

Independent institutional investment and retirement plan consulting firm founded in 2000, serving 690+ institutional clients with ~$100B in assets under advisement across defined benefit/contribution plans and endowments.

Why interesting to a deal team

Acquired by Mariner in Feb 2024 under Bicknell's leadership to create Mariner Institutional, adding major institutional consulting capabilities and $104B in combined AUA with Fourth Street Partners.

Experts connected to this company

MB

Marty Bicknell

Co-founder and Chief Executive Officer

Mariner Wealth Advisors

LawyerOverland Park

As Mariner's founder-CEO he has personally negotiated its largest M&A deals, giving him firsthand insight into RIA aggregation economics, integration and valuation.

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