Mariner Acquires Two Advisor Teams

INVESTMENT MANAGEMENT DEALS BLOG

April 27, 2026

On April 16, 2026, Mariner Wealth Advisors announced that it had acquired two advisor teams, one led by Blake and Connor Dunlop, and the other led by Grant Palmer III.

Mariner Wealth Advisors (“Mariner”) announced, on April 16, 2026, that it acquired, an advisor team led by Blake and Connor Dunlop (the “Dunlop-led Team”), and another led by Grant Palmer III (the “Palmer-led Team”). Under the terms of the transactions, which closed on March 31 and April 15, 2026 respectively, The Dunlop and Palmer led teams adopted the Mariner name and brand. 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 $632 billion in assets under advisement.

The Dunlop-led Team, based in St. Louis, Missouri, is a multigenerational advisory practice providing financial planning services. The Dunlop-led team has approximately $400 million in assets under management. Turkey Hill Management served as advisor for the Dunlop-led Team on the transaction.

The Grant-led Team, based in Timonium, Maryland, is a multigenerational advisory firm, specializing in evidence-based investing and retirement planning services. The Grant-led Team has approximately $100 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.