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Private Wealth Daily
ria

Mariner

OVERLAND PARK,, KS
CRD: 151664
In network coverage since August 18, 2026 · 16+ stories
$2.8BRegulatory AUMSEC Form ADV · Oct 24
13EmployeesForm ADV
Regulatory AUM · Aug 16 – Oct 24
Network coverage
Data

Wealth managers announced 156 RIA deals, closed 50 in 90 days

Steward's Jim Gold says volume may run five times the reported count; Mariner seeks a $150 million term-loan add-on, taking debt to $1.3 billion.
Features · Oct 22Mariner and Wealthcare pitch advisors on giving up Form ADV to join 1099 platforms
Practice management · Oct 22Focus hires AI startup Nevis to rebuild data flows across its 90 RIAs
Recruiting & transitions · Oct 21Wealthcare, Mariner pitch 1099 affiliation to advisors fed up with Form ADV work
RIA · Oct 21Mariner and Wealthcare pitch giving up Form ADV to join 1099 platforms
The Close · Sep 21Convergence is buying the top of the market, not the middle
M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book
Practice management · Sep 14Schwab's Claude exclusive puts a $4,800 AI seat on 16,000 RIAs
Practice management · Sep 14The AI race moves to what happens after the meeting
The Advisor's Note · Sep 12Mariner's $175 million bot budget is a supervision purchase
Features · Sep 12RIA checks are now retention swaps
The Advisor's Note · Sep 3Aquiline's Flourish Deal Puts Cash Sweeps in the Boardroom
M&A · Sep 2Aquiline's Flourish control is a distribution play
Data · Sep 1Eleven breakaways, 979 moves: custody is now the contract
M&A · Aug 26RIA deal count dips as acquired assets nearly double to $342.9 billion
Recruiting & transitions · Aug 18Cetera's fifth channel puts every independence option under one roof
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