Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Industry Spotlight > Mergers and Acquisitions

Mariner Wealth Snaps Up $1.3B Group

By Janet Levaux

X
Your article was successfully shared with the contacts you provided.

Mariner Wealth Advisors has bought Granite Investment Advisors, a  New Hampshire-based firm that oversees $1.3 billion in assets. 

The deal was Mariner’s 13th transaction of 2021. The firm and its affiliates now advise clients with over $55 billion in assets via 63 offices nationwide.

“We’re thrilled to welcome Granite Investment Advisors to our rapidly growing team,” according to Mariner CEO and President Marty Bicknell. “Their emphasis on building a financial plan that isn’t rooted in trends, but rather in what matters to the client over the long-term, aligns closely with our mission, and I look forward to being a part of their renewed growth.”

Granite — which assumed the Mariner Wealth Advisors name when the deal closed on Dec. 28 — specializes in advising healthcare professionals and divorce planning, for instance. It just added financial professionals Martha Cottrill and Ed Taylor, formerly with Taylor, Cottrill, Erickson & Associates. 

“I am excited … to be coming together with local industry peers whom I have always greatly respected. I know we will be able to build a phenomenal New Hampshire and Massachusetts business together with Mariner Wealth Advisors, ” said Scott Schermerhorn, managing partner and chief investment officer at Granite, in a statement.  

Pictured: Marty Bicknell

Janet Levaux

@Think_JanetL

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.