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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Mariner Wealth

OVERLAND PARK, KS
CRD: 289886
In network coverage since September 11, 2026 · 16+ stories
Regulatory AUMSEC Form ADV · Oct 24
65EmployeesForm ADV
4Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Oct 21, 26Deal announced — coverage
Sep 11, 26Deal announcedHumanity Labs — coverage
Sep 11, 26Deal announcedHumanity Labs — coverage
Sep 11, 26Deal announcedHumanity Labs — coverage
Network coverage
The Close

Mariner seeks $150M term loan add-on, lifting debt to $1.3B

Moody's projects 6.7x debt/EBITDA and says ratings are unaffected.
Data · Oct 26Steward CEO Jim Gold says RIA deal volume may run five times reported
The Close · Oct 22Mariner Wealth Advisors seeks $150M term loan add-on; Moody's projects 6.7x debt/EBITDA
M&A · Oct 22Mariner Wealth Advisors seeks $150 million loan add-on; Moody's sees year-end debt/EBITDA at 6.7x
Data · Oct 17LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71
Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count
Products & portfolios · Oct 12MassMutual makes Flourish Cash available to its advisor network
Data · Oct 12Advisor moves outnumber breakaways 38 to 1 over the past 30 days
Features · Oct 12Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise
RIA · Oct 8Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals
Practice management · Oct 6Mariner CEO Marty Bicknell budgets $175M for 700 AI bots over five years
The Close · Sep 21Whoever writes the AI data terms keeps the client record
RIA · Sep 21Mariner's $175 million bot budget bets on integration over the next deal
The Advisor's Note · Sep 15Schwab prices AI at $240 a seat
Deals & PE · Sep 13Real assets closed; AI and wealth kept talking
RIA · Sep 11Mariner's $175M bot army is an integration budget
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