Subscribe

Mariner Wealth acquires New Hampshire firm

Mergers & Acquisitions M&A

Granite Investment Advisors, in combination with two new advisers who joined, collectively add $1.3 billion in AUA.

Mariner Wealth Advisors, an Overland Park, Kansas-based wealth firm managing $55 billion in assets, has acquired Granite Investment Advisors, a Concord, New Hampshire-based registered investment adviser. 

Simultaneous with the acquisition, Martha Cottrill and Ed Taylor, previously with Taylor, Cottrill, Erickson & Associates, also in Concord, joined Mariner. The two advisers and Granite collectively add $1.3 billion in assets under advisement to Mariner.

Terms of the arrangements were not disclosed.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

Gen Z will need help – are you ready?

The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print