Mariner Wealth Wraps Up Big Acquisition Year

January 2022



Mariner Wealth Advisors closed out a big year of acquisitions in December by picking up California-based Viewpoint Financial Network—its 14th deal to close in 2021. Viewpoint’s $950 million in assets under management will add a sizeable chunk to Mariner’s existing AUM of more than $50 billion, positioning it among the five largest wealth-management firms in the region.

Mariner’s aggressive growth strategy went into high gear in July when it acquired a private-equity firm, Leonard Green & Partners, adding nearly $13 billion in AUM. In a news release announcing the Viewpoint deal, the firm said its fast-growing national footprint is expanding within the Los Angeles metropolitan area and with another office in the San Francisco Bay Area.

“As we kick off 2022, I’m grateful for the tireless work of our associates and continued loyalty from our clients, which made this past year of unprecedented growth possible,” said Mariner CEO Marty Bicknell. “It’s a privilege to welcome the talented Viewpoint Financial Network team to our family.”

Viewpoint Financial Network assumed the Mariner Wealth Advisors name when the deal closed on Dec. 30. The addition brings to nine the number of Mariner offices in California; nationwide, it has 67 offices in 31 states.