ria

Mariner Wealth

OVERLAND PARK, KS

CRD: 289886

In network coverage since August 19, 2026 · 12 stories

Regulatory AUMSEC Form ADV · Oct 3

65EmployeesForm ADV

3Deals on our tracker

Regulatory AUM · Aug 22 – Oct 3

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Sep 11, 26Deal announcedHumanity Labs — coverage

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RIA

Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals

Financial professionals affiliated with MassMutual can offer clients access to Flourish Cash, which Flourish says pays a rate 9x the nationwide savings account average.

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

RIA · Aug 19Schwab ends sub-$5 million referrals to RIAs in 2027

Mariner Wealth

Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals

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