Mariner Wealth to add $347 million RIA

Mariner Wealth to add $347 million RIA
National firm will acquire Boston-based Taylor Wealth Management Partners to bolster presence along the East Coast.
JUN 01, 2022

Mariner Wealth Advisors, an Overland Park, Kansas, wealth management firm advising on $60 billion in assets, has agreed to acquire Taylor Wealth Management Partners, a Boston-based registered investment adviser managing $347 million.

The acquisition is scheduled to close on June 30, Mariner Wealth said in a press release Wednesday.

Taylor Wealth Management Partners was founded in 2014 by Hugh Taylor and serves more than 100 client relationships. The firm will assume the Mariner Wealth Advisors name on July 1.

This acquisition is the latest in a series of moves to bolster Mariner Wealth's presence along the East Coast and will be its 73rd location nationwide.

What's the 'one thing' advisers need to do to increase their business? Ed Slott has the answer

Latest News

Gen Z and millennial rollover candidates are shifting - and eyeing the exit
Gen Z and millennial rollover candidates are shifting - and eyeing the exit

New Escalent research finds younger, more diverse DC plan participants are open to rollovers - but increasingly prefer outside firms.

Wealthy investors eye advisor guidance as 2026 midterms approach
Wealthy investors eye advisor guidance as 2026 midterms approach

UBS finds millionaire investors are more optimistic than before 2024 but are actively repositioning portfolios ahead of November 3.

Trump Accounts auto-enrollment leaves work to do, says Baird expert
Trump Accounts auto-enrollment leaves work to do, says Baird expert

Auto-enrollment has landed for 60 million children, but Baird planning director says key questions on rollovers and Roth conversions remain open.

AI surveillance tool brings prediction markets under compliance watch
AI surveillance tool brings prediction markets under compliance watch

MyComplianceOffice's AI-assisted surveillance links employee chats on Slack and Telegram with prediction market trades as Wall Street tightens rules

Advisor moves: LPL nabs $1B Northwestern team in Seattle
Advisor moves: LPL nabs $1B Northwestern team in Seattle

Elsewhere, Raymond James absorbs a family-run practice from Commonwealth into its independent channel, while RBC welcomes a father-son tandem formerly from UBS.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor