Marty Bicknell grew to $100 billion AUM brick-by-brick, then -- boom -- added an AUA boulder, keeping Mariner Wealth in the AUA game with same-city rival Creative Planning

Mariner Wealth's purchase of two pension consultants with a combined $104 billion in AUA adds fees, services, footprint and a whopping top-line asset number north of $200 billion to keep it interesting in Overland Park.

Author Brooke Southall February 8, 2024 at 2:13 AM

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Marty Bicknell: Existing clients and prospects [can expect] additional services.

Keith Girard contributed to the editing of this article.

Marty Bicknell

Mariner Wealth Advisors

Mentioned in this article:

Mariner Wealth Advisors
RIA Welcoming Breakaways
Top Executive: Marty Bicknell

Marty Bicknell grew to $100 billion AUM brick-by-brick, then -- boom -- added an AUA boulder, keeping Mariner Wealth in the AUA game with same-city rival Creative Planning

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Marty Bicknell grew to $100 billion AUM brick-by-brick, then -- boom -- added an AUA boulder, keeping Mariner Wealth in the AUA game with same-city rival Creative Planning

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