Latest News About Mariner Wealth Advisors

Updated 2026-04-15 03:02

Mariner Wealth Advisors’ most recent public news shows continued aggressive expansion in 2026, including the March 4 acquisition of Cowell Insurance Services to add property and casualty capabilities and the January 16 addition of Alinity Wealth Management to Mariner Independent. Their newsroom also highlights a January 6, 2026 dual acquisition of First National Advisors and Strava Wealth, which expanded the firm’s footprint and sector-focused capabilities.[2]

What stands out

The biggest theme is growth through acquisition. Mariner’s 2026 announcements point to both geographic expansion and broader service coverage, especially around insurance and independent advisor platforms.[2]

Earlier major move

A notable earlier headline was Mariner’s January 2025 acquisition of Cardinal Investment Advisors, which added about $292 billion in assets under advisement and roughly 40 employees to its institutional practice. That deal pushed Mariner’s total AUA to around $550 billion at the time and further built out Mariner Institutional.[1]

Company context

Mariner’s own site still presents the firm as a large national wealth management platform, and it notes a 2025 Barron’s ranking of #6 among Mega RIAs. Its newsroom suggests the firm has remained active with multiple deals across 2025 and 2026, so the latest story is less about one event and more about a continuing expansion strategy.[4][2]

Sources

Mariner Wealth Advisors

Mariner provides wealth advice designed to last by creating a financial strategy designed to change with you.

www.marinerwealthadvisors.com

Mariner Adds $292B Institutional Consulting Firm

Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus.

www.wealthmanagement.com