The deals forms part of Mariner’s efforts to expand to 5,000 advisors by 2027. Credit: Volha_R/Shutterstock.

US-based wealth manager Mariner has expanded its national presence with the purchase of Cassady Schiller Wealth, Jenkins Wealth, and Triton Financial Group.

The deals add around $1.08bn in assets under advisement (AUA) to Mariner’s portfolio.

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They form part of Mariner’s efforts to expand to 5,000 advisors by 2027.

The operational closes are scheduled for the first quarter of 2025, upon which the three acquired companies will adopt the Mariner brand. They will continue to operate from their current locations with their existing teams.

Mariner’s footprint now extends to 124 sites across the nation, including an office in Puerto Rico.

On financial matters, Houlihan Lokey advised Cassady Schiller, Dynasty Investment Bank advised Jenkins Wealth, and Pederson & Co advised Triton Financial Group.

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The acquisition of Cassady Schiller Wealth, a Cincinnati, Ohio-based firm, brings an eight-member team with over three decades of experience in wealth management, financial planning, and tax strategies.

Jenkins Wealth, located in Englewood, Colorado, has been creating comprehensive financial plans and investment strategies since 2002.

Triton Financial Group from Marlborough, Massachusetts, offers expertise in portfolio management, insurance planning, tax management, and estate planning.

Cassady Schiller partner Mike Clark said: “Over the past 10 years, we have experienced tremendous growth. To take the firm to the next level for our clients and employees, we realised we needed to align with a like-minded partner, and Mariner stands out as the perfect match.

“This move represents an exciting milestone in our growth journey, and Mariner is the ideal firm to help us write the next chapter of our story.”

Jenkins Wealth founder, CEO, and CEO Brad Jenkins said: “Joining Mariner will enable us to expand our offerings and continue to serve our clients with the same dedication and transparency that have always defined our approach, and I couldn’t be more thrilled about the opportunities ahead for our clients and our team.”