Mariner acquires California firm advising on $950 million
Viewpoint Financial Network is firm’s 14th acquisition in last six months.
Mariner Wealth Advisors, an Overland Park, Kansas-based firm advising on $56 billion in assets, has acquired California-based Viewpoint Financial Network, which advises on $950 million in assets.
Viewpoint, which has an office in the San Francisco Bay area and another office in Los Angeles, is the second firm that Mariner has announced it acquired last month, along with Granite Investment Advisers, and the 14th it had acquired in the last six months.
Benjamin Wong, founder and principal of Viewpoint Financial Network, will continue to oversee the two offices as managing director and senior wealth adviser, and all 15 associates with Viewpoint Financial Network will continue in their current positions.
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