Marty Bicknell leapfrogs super-RIAs [by one measure] with $292-billion AUA deal, in push for 'full-service financial' company -- while still pursuing 2027 goal of 5,000 advisors

The Mariner CEO and founder wants all expertise in-house because 'things come up' with the 2,500 business owners and 12,500 c-suite executives his firm currently serves.

Author Brooke Southall January 10, 2025 at 4:08 AM

1 Comment

Marty Bicknell: 'I want more client-facing talent.'

Keith Girard contributed to the editing of this article.

Marty Bicknell

Mariner

realist

January 10, 2025 — 1:03 PM

5,000 advisors? I'd rather go play in traffic.

Mentioned in this article:

Mariner
RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell

Marty Bicknell leapfrogs super-RIAs [by one measure] with $292-billion AUA deal, in push for 'full-service financial' company -- while still pursuing 2027 goal of 5,000 advisors

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Marty Bicknell leapfrogs super-RIAs [by one measure] with $292-billion AUA deal, in push for 'full-service financial' company -- while still pursuing 2027 goal of 5,000 advisors

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