Mariner Wealth Advisors continues its growth with the acquisition of Cincinnati-based RIA, The Pinnacle Group, adding over $600 million in assets under management. This marks Mariner’s fifth acquisition since selling a minority stake to Leonard Green & Partners, expanding its national footprint to 53 offices with 395 advisors. The Pinnacle Group, founded in 1994, is known for its trusted financial planning and retirement plan solutions for businesses, which will strengthen Mariner’s retirement services platform.
The firm’s strong referral network from CPAs will also enhance Mariner’s CPA Alliance and client acquisition strategy. The Cincinnati office will operate under The Pinnacle Group’s leadership while adopting the Mariner Wealth Advisors name, ensuring continuity for clients and staff. This strategic move aligns with Mariner’s ongoing expansion, following recent acquisitions of Allegiant Private Advisors, AdvicePeriod, Channel Islands Group, and Commonwealth Advisory Group, adding over $7 billion in combined AUM this summer…