Mariner Wealth Advisors has purchased a majority stake in Pennsylvania-based registered investment advisory firm Vantage Investment Advisors.
The acquisition will add about $1bn in assets under management as well as 14 staff to Mariner Wealth.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The deal will allow Mariner to boost its presence in Pennsylvania, New York and New Jersey.
As part of the acquisition, Mariner Wealth will provide Vantage with a range of services including trust and estate planning, tax advisory services, retirement plan services, investment banking, valuation advisory and forensic accounting services, and insurance consulting.
Vantage Investment Advisors president and CEO Robert Thomas said: "This partnership will allow the whole Vantage team to continue on our growth trajectory while focusing, first and foremost, on serving clients."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
