Latest News About Mariner Wealth Advisors

Here are the latest publicly reported items about Mariner Wealth Advisors based on recent coverage:

• Mariner Wealth Advisors announced a major acquisition in early 2024 that added more than $100 billion in assets under advisement by combining AndCo Consulting and Fourth Street Performance Partners into a new institutional-focused unit, Mariner Institutional. This move was described as increasing AUA significantly and expanding capabilities in defined-contribution and defined-benefit plan advisory, with a broad cross-country footprint for the new team.[1][2]

• The acquisitions in 2024 were part of a broader growth strategy that included subsequent hires and expansion across multiple offices, reinforcing Mariner’s position as a mega-RIA with a substantial institutional advisory capability.[2][1]

• In 2025, reporting indicated a major recruiting push to grow Mariner’s senior wealth-advisor ranks, targeting roughly 250 additional advisors (about 67% increase in that segment), reflecting ongoing expansion of its advisory footprint and capability. The company had about 1,500 advisors and roughly $258 billion in client assets at that time, highlighting continued scale growth. There were also ongoing legal considerations related to recruiting practices, including a prior lawsuit related to non-solicitation and trade secrets, though a federal judge had dismissed some claims previously with others remaining unresolved.[3]

• The firm has maintained a continuous public communications channel with updates and press releases through its newsroom, including references to acquisitions and growth initiatives, and has continued to position itself as a nationwide wealth advisory firm with coast-to-coast reach.[4][5][10]

Notes and context:

• The most impactful and widely cited development was the 2024 expansion via the AndCo and Fourth Street acquisitions, which created a new institutional business line and expanded geographic and professional capacity.[1][2]
• 2025 materials emphasize recruitment growth and scale, alongside ongoing legal matters connected to recruiting practices, which can influence public perception and regulatory scrutiny depending on outcomes.[3]

If you’d like, I can pull more precise timelines, quantify the size of assets added by each transaction, or summarize current regulatory or litigation updates affecting Mariner. I can also present a brief timeline or a quick chart of growth milestones.

Citations:

• Mariner Wealth Advisors adds $104B AUA with double acquisition[1]
• Mariner Wealth Advisors’ $104B buys to become Mariner Institutional; booming annuities; retirement rule facing hurdles[2]
• Mariner to Add 250 Senior Wealth Advisors in Major Recruiting Push[3]
• Newsroom and press releases from Mariner Wealth Advisors[5][10][4]