Mariner Wealth Advisors is wrapping up the summer of 2021 with its sixth acquisition, adding $2.7 billion in assets with the Chatham, New Jersey-based FCG Advisors.
Overland Park, Kansas-based Mariner currently has 403 advisers across 54 offices. Since July, the firm has announced six acquisitions and added more than $7 billion in assets under advisement.
“It’s been a busy and exciting summer of growth for our team,” Marty Bicknell, president and chief executive of Mariner Wealth Advisors, said in a prepared statement.
“We’re thrilled to welcome the great associates at FCG Advisors to our already talented team,” Bicknell said. “Having an expanded presence in New Jersey will allow us to serve our existing clients better and give us the opportunity to provide wealth advisory services to more people across the region.”
FCG, which was founded in 1994 by John Combias, has assumed the Mariner Wealth Advisors name. The Chatham office remains under Combias' leadership.
“An internal culture focused on collaboration, not competition, is what attracted us to join Mariner Wealth Advisors,” Combias said. “And for our valued, longtime clients, many of whom are multi-generational, their offerings from wealth planning to insurance solutions allow us to expand upon the services we provide.”
Envestnet Wealth Trading replaces legacy FolioDynamix tools with a unified platform built for portfolio-wide rebalancing
“It's important for our AI solutions to flex into different client needs,” said Orion CEO Natalie Wolfsen.
The same idiosyncrasies that make alts attractive to investors also heighten the importance of due diligence for advisors and firms.
ASA says OIG probe into leaked case files proves personal data poses ongoing risk.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income