The deals align with Mariner’s goal of growing to 5,000 advisors by 2027. Credit: aymane jdidi from Pixabay

Mariner, a US-based wealth manager, has expanded its national footprint by acquiring Atlas Financial and Newport Advisory.

These acquisitions add around $878m in assets under management to Mariner’s portfolio and increase its national office count to 126.

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They strengthen Mariner’s presence in Sarasota, Florida, and Newport Beach, California, with second offices in each location. The deals align with Mariner’s goal of growing to 5,000 advisors by 2027.

Atlas Financial represents Mariner’s eighth office in Florida, while Newport Advisory marks its 19th in California. Both firms have retained their original teams and have adopted the Mariner brand name.

Sarasota, Florida-based Atlas Financial, with over 25 years of experience, is renowned for its expertise in asset management, business continuity, and wealth transfer strategies.

The firm offers tailored services, including retirement, estate, education, and business succession planning.

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Dalphia Partners was the exclusive financial advisor to Atlas Financial during the acquisition process.

Newport Beach, California-based Newport Advisory, established in 1995 by Jim Regitz, is known for its holistic approach to financial planning.

The business and its 12-person team offer comprehensive guidance, covering areas such as retirement, education planning, tax strategies, and liability management.

Mariner CEO and president Marty Bicknell commented: “As we welcome Atlas Financial and Newport Advisory to the Mariner family, we’re reinforcing our commitment to meeting clients where they are, both geographically and in their unique financial journeys. These firms bring a wealth of expertise and a client-first ethos that perfectly align with our values. Their addition strengthens our capabilities while underscoring our belief that true growth comes from building strong, meaningful relationships—both with our clients and within our team.”