On January 9, 2025, Mariner Wealth Advisors, LLC announced its acquisition of Cardinal Investment Advisors.
Mariner Wealth Advisors, LLC (“Mariner”) announced, on January 9, 2025, its acquisition of Cardinal Investment Advisors (“Cardinal”). The agreement, signed on January 3, 2025, brings approximately 40 new employees to Mariner and begins Cardinal’s integration into Mariner, set to be complete by the end of March 2025. Further terms of the deal 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. After the acquisition, Mariner will have approximately $550 billion in assets under advisement.
Cardinal, based in Chicago, is a registered investment advisor offering investment consulting services. Cardinal has approximately $292 billion in assets under advisement.
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