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Sarasota-Manatee
Business Observer Thursday, Jul. 8, 2021 11 months ago

Kansas wealth advisory firm acquires Sarasota $1B financial planner

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The acquisition deal with Allegiant Private Advisors will close July 31

SARASOTA — Mariner Wealth Advisors, a national wealth advisory firm in Kansas, announced the acquisition of Allegiant Private Advisors, Sarasota, today.

Allegiant Private Advisors will assume the Mariner Wealth Advisors’ name when the deal closes on July 31.

“We are always seeking to expand our advisor pool with the best and brightest talent, which is why we’re thrilled to welcome such an established group of individuals from Allegiant Private Advisors,” says Marty Bicknell, CEO and president of Mariner Wealth Advisors, in a press release. “Allegiant’s unique approach to financial planning and full scale of services are completely aligned with our business goals, and I’m excited to see what we can accomplish together.”

Allegiant Private Advisors, a financial planner, serves nearly 500 clients with nearly $1 billion in assets under management. Mariner Wealth Advisors has a rapidly-growing national footprint with more than 360 advisors across 46 offices, and has completed 23 acquisitions since its inception. This will be the advisory firm’s third office in Florida.

“Mariner Wealth Advisors’ values directly align with our approach to establishing long-term partnerships with our clients, and we’re thrilled to be a part of the team and expand our reach throughout the state of Florida,” says Marty Kossoff, founder of Allegiant Private Advisors, in the release.

Mariner Wealth Advisors has grown to more than $40 billion in assets under advisement year to date.

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