Kansas Wealth Consulting Firm Acquires Sarasota Financial Planner for $ 1 Billion | Business Observer


SARASOTA – Mariner Wealth Advisors, a Kansas national wealth advisory firm, today announced the acquisition of Allegiant Private Advisors, Sarasota.

Allegiant Private Advisors will change its name to Mariner Wealth Advisors when the transaction closes on July 31.

“We are always looking to expand our advisor pool with the best and the brightest talent, which is why we are delighted to welcome such a well-established group of individuals from Allegiant Private Advisors,” said Marty Bicknell, CEO and chairman of Mariner Wealth Advisors, in a press release. “Allegiant’s unique approach to financial planning and comprehensive services is completely aligned with our business goals, and I’m excited to see what we can accomplish together. “

Allegiant Private Advisors, a financial planner, serves nearly 500 clients with nearly $ 1 billion in assets under management. Mariner Wealth Advisors has a rapidly growing national presence with more than 360 advisors in 46 offices and has completed 23 acquisitions since its inception. This will be the consulting firm’s third office in Florida.

“Mariner Wealth Advisors’ values ​​align directly with our approach to building long-term partnerships with our clients, and we are excited to be part of the team and expand our reach throughout the state of Florida. ”, Said Marty Kossoff, founder of Allegiant Private Advisors, in the statement.

Mariner Wealth Advisors has reached over $ 40 billion in in-year assets to date.

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