In January 2019, Mariner Wealth Advisors, the wealth advisory firm nationally ranked by Barron’s as a top three RIA Firm in 2018, 2017 and 2016, announced it has acquired Martin Financial Group.
In November 2015, Advice Dynamics Partners implemented a strategic alliance with Park Sutton Advisors of New York, New York. Together our aim is to better serve current and future clients across the continental United States. With numerous synergies between our two firms in terms of a customized, high-touch approach to clients, our collective professional team can better serve the entire domestic market of asset and wealth managers as they contemplate an array of strategic alternatives.
In June of 2015, CAPTRUST Financial Advisors, one of the nation’s leading independent wealth management and retirement plan advisory firms, announced that it entered into a definitive agreement to merge Parker Carlson & Johnson into its wealth management practice.