Mariner acquires $730m firm from its independent advisor network

Booth & Company

Mar 51 min read

The mega-RIA has snapped up Ocean Heights Advisors in Newport Beach, Calif. and signaled its readiness to acquire and integrate other affiliates of its Mariner Independent platform business.

Dropped in the bottom of a press release issued on June 3 of 2024 about $70bn Mercer Advisors’ efforts to create an alternative investing...

Mubadala Capital, an asset management subsidiary of Abu Dhabi sovereign wealth fund Mubadala Investment Company, has agreed to take...

Asset manager Neuberger Berman has agreed to make a minority investment in mega-RIA Mariner Wealth Advisors, which oversees $245bn in...