A Daily Network publication

ria

Mariner Wealth

OVERLAND PARK, KS

CRD: 289886

In network coverage since September 10, 2026 · 16+ stories

Regulatory AUMSEC Form ADV · Oct 17

65EmployeesForm ADV

4Deals on our tracker

Regulatory AUM · Aug 22 – Oct 17

Deal recordFull tracker →

Oct 21, 26Deal announced — coverage

Sep 11, 26Deal announcedHumanity Labs — coverage

Sep 11, 26Deal announcedHumanity Labs — coverage

Sep 11, 26Deal announcedHumanity Labs — coverage

Network coverage

The Close

Mariner Wealth Advisors seeks $150M term loan add-on; Moody's projects 6.7x debt/EBITDA

The fungible add-on lifts the first-lien term loan B to $1.3 billion from $1.16 billion, and S&P and Moody's say the ratings are unaffected.

M&A · Oct 22Mariner Wealth Advisors seeks $150 million loan add-on; Moody's sees year-end debt/EBITDA at 6.7x

Data · Oct 17LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71

Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count

portfolio · Oct 12MassMutual makes Flourish Cash available to its advisor network

Data · Oct 12Advisor moves outnumber breakaways 38 to 1 over the past 30 days

Features · Oct 12Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise

RIA · Oct 8Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals

practice · Oct 6Mariner CEO Marty Bicknell budgets $175M for 700 AI bots over five years

The Close · Sep 21Whoever writes the AI data terms keeps the client record

RIA · Sep 21Mariner's $175 million bot budget bets on integration over the next deal

advisor_note · Sep 15Schwab prices AI at $240 a seat

Deals & PE · Sep 13Real assets closed; AI and wealth kept talking

RIA · Sep 11Mariner's $175M bot army is an integration budget

practice · Sep 11Mariner's $175M bot bet is a headcount purchase

Moves · Sep 10The estate-planning attorney's new client is the multi-state RIA

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.