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Mariner Wealth Advisors
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
- Name + firmPrimarymarinerwealthadvisors.com
- Name + firmPrimaryjoinmariner.com/about-mariner
Strongest evidenceName + firm2 public sourcesHow the grades work