Back to RIA Rollups
Advisor·RIA Rollups

Mariner Wealth Advisors

Overland Park, Kansas, USAwww.marinerwealthadvisors.com/1expert edge

One of the largest independent RIAs founded in 2006, now managing $100B+ under management, providing comprehensive wealth planning, investment management, and institutional advisory services.

Why interesting to a deal team

Marty Bicknell is co-founder and current CEO/President, leading the firm's major institutional consolidation strategy including acquisitions of Cardinal, AndCo, and others to build dominant institutional practice.

Experts connected to this company

Sources

Strongest evidenceName + firm2 public sourcesHow the grades work