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Mariner Acquires Taurus Asset Management, Adds $1.4 Billion in Assets

Mariner announced its acquisition of Taurus Asset Management, a New York City-based wealth management firm with approximately $1.4 billion in assets under advisement. Photo credit: Shutterstock (TippaPatt).

Posted June 5, 2025

Overland Park-based Mariner has acquired Taurus Asset Management, a New York City-based wealth management firm with over $1 billion in assets, and has expanded Mariner’s footprint in serving professional athletes.

Established in 2004 and founded by the firm’s managing principal, Brad Peck, Taurus specializes in families as well as professional and retired athletes. The firm provides tailored wealth planning and investment management for high-net-worth individuals and families, according to a Tuesday release.

The deal officially closed on May 31.

“Taurus Asset Management’s deep bench of experience, particularly in working with high-profile clients and professional athletes, adds a new dimension to our capabilities,” CEO and president of Mariner, Marty Bicknell, said in the release. “Our firm will benefit from Brad’s long-standing relationships and unique perspective.”

Additionally, Taurus offers clients integrated support across estate planning, tax preparation, insurance and personal finance.

Taurus will adopt the Mariner brand, and its team will continue to serve clients from its Madison Avenue location. Houlihan Lokey acted as the exclusive financial advisor to Taurus Asset Management.

In May, Mariner acquired Columbus, OH-based Hyre Personal Wealth Advisors, adding approximately $325 million in assets. Again in February, Mariner Wealth Advisors acquired Newport Beach, CA-based Ocean Heights Advisors, a wealth management firm with $730 million in assets.