Mariner Acquired Forté and Ultra

INVESTMENT MANAGEMENT DEALS BLOG

August 29, 2025

On August 21, 2025, Mariner announced that it acquired each of Forté Capital and Ultra Financial.

On August 21, 2025, Mariner Wealth Advisors (“Mariner”) announced that it acquired Forté Capital (“Forté”) and Ultra Financial Partners (“Ultra”). The Forté Capital LLC and Ultra Financial Partners deals will close on Aug. 31, 2025, and September 30, 2025, respectively, with both firms adopting the Mariner name and branding. Further terms of the transactions were not disclosed.

Mariner, based in Overland Park, Kansas, is a registered investment advisor providing tax advice, trust services, estate planning services, investment management services, risk management services and retirement planning services. As of July 2025, Mariner had approximately $560 billion in assets under advisement.

Forté, based Rochester, New York, provides comprehensive portfolio management and wealth planning services to nonprofits, individuals, families and institutions. As of February 2025, Forté had $1.5 billion in assets under management. Dalphia Partners served as Forté’s financial advisor on the transaction.

Ultra, based in Scottsdale, Arizona, is a full-service retirement and financial planning firm specializing in advising federal employees, physicians and business owners, as well as individuals and families. As of March 2025, Ultra had $95 million in assets under management.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.