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Advisor·RIA Rollups

Cardinal Investment Advisors

Chicago, USA1expert edge

Institutional investment consulting firm founded in 2001, specializing in customized advisory for insurance companies, corporate retirement plans, and tax-exempt entities with $292B AUA before acquisition.

Why interesting to a deal team

Acquired by Mariner under Bicknell's leadership in Jan 2025 for $292B AUA, demonstrating his strategy to consolidate institutional advisory practices and serve insurance company and pension fund clients.

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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