Blockchain Registration Transaction Record

Mariner Acquires Atlas Financial and Newport Advisory, Adding $878 Million in Assets Under Management

Mariner announces the acquisition of Atlas Financial and Newport Advisory, adding $878 million in assets under management. The move strengthens the firm's capabilities and national footprint, signaling strategic growth and potential opportunities for clients.

This news matters as it demonstrates Mariner's commitment to expanding its presence and capabilities, which will ultimately benefit clients in Sarasota, Newport Beach, and nationwide. The acquisitions also signify Mariner's strategic growth plan of reaching 5,000 advisors by 2027, indicating positive momentum and potential opportunities for clients and the financial services industry.