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Sunday, October 18, 2026The Morning Brief →Sign in
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Mariner Wealth

OVERLAND PARK, KS
CRD: 289886
In network coverage since August 19, 2026 · 16+ stories
Regulatory AUMSEC Form ADV · Oct 17
65EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Aug 22 – Oct 17
Deal recordFull tracker →
Sep 11, 26Deal announcedHumanity Labs — coverage
Sep 11, 26Deal announcedHumanity Labs — coverage
Sep 11, 26Deal announcedHumanity Labs — coverage
Network coverage
Data

LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71

The 12 firms in the table account for 779 tracked events, and The Retirement Planning Group ties Raymond James Financial Services at 64.
Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count
portfolio · Oct 12MassMutual makes Flourish Cash available to its advisor network
Data · Oct 12Advisor moves outnumber breakaways 38 to 1 over the past 30 days
Features · Oct 12Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise
RIA · Oct 8Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals
practice · Oct 6Mariner CEO Marty Bicknell budgets $175M for 700 AI bots over five years
The Close · Sep 21Whoever writes the AI data terms keeps the client record
RIA · Sep 21Mariner's $175 million bot budget bets on integration over the next deal
advisor_note · Sep 15Schwab prices AI at $240 a seat
Deals & PE · Sep 13Real assets closed; AI and wealth kept talking
RIA · Sep 11Mariner's $175M bot army is an integration budget
practice · Sep 11Mariner's $175M bot bet is a headcount purchase
Moves · Sep 10The estate-planning attorney's new client is the multi-state RIA
move · Sep 2Aquiline's Flourish deal makes sweep revenue share a boardroom question
practice · Aug 19Schwab ends sub-$5-million RIA referrals starting in 2027
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