Mariner Acquires First National and Strava

INVESTMENT MANAGEMENT DEALS BLOG

January 12, 2026

On January 6, 2026, Mariner Wealth Advisors announced that it had acquired each of First National Advisors and Strava Wealth.

Mariner Wealth Advisors (“Mariner”) announced, on January 6, 2026, that it acquired, in two separate transactions, First National Advisors (“First National”) and Strava Wealth (“Strava”). The Strava acquisition, which closed on December 31, 2025, added a five-person team, including three advisors, to Mariner. The First National acquisition, which closed on January 2, 2026, added eight associates, including five advisors, to Mariner. 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. Mariner has approximately $609 billion in assets under advisement.

Strava, based in Pittsburgh, Pennsylvania, is a registered investment advisor providing clients with investment management, tax planning, risk management, and estate planning services. Strava has approximately $360 million in assets under advisement. Dalphia Partners served as Strava’s banker for the transaction.

First National, based in Rockland, Massachusetts, is a registered investment advisor with expertise in the dental and medical sectors. First National has approximately $1.5 billion in assets under advisement.

Advisor Growth Strategies served as Mariner’s and First National’s financial advisor on the transaction.

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.