Mariner Wealth Advisors Acquires Sivel Capital Management Year of Growth Continues for Kansas City-Headquartered Firm
Overland Park, Kan.
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December 09, 2021 09:03 AM Eastern Standard Time
Mariner Wealth Advisors, a national wealth advisory firm, today announced that it has acquired Sivel Capital Management, adding $118 million in assets under advisement (AUA). The New Tripoli, Pa. based firm is Mariner Wealth Advisors’ fifth office in the state and further expands its reach across the East Coast.
“Sivel Capital Management is a natural fit with our locations and associates on the East Coast.” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “We’re excited about how this great addition to our team will further support our growth strategy for 2021 and beyond.”
Sivel Capital Management oversees $118 million in AUA and serves approximately 100 clients across Pennsylvania. The firm specializes in wealth planning, investment management and financial planning, all delivered with personal attention to each client’s unique interests and needs. Its in-house tax practice aligns with Mariner Wealth Advisors’ philosophy of providing clients with holistic advice by having services such as tax all under one roof. The transaction provides Sivel Capital Management and its clients with the operational scale of a nationally recognized firm, while Mariner Wealth Advisors will continue to expand its team and unique offerings.
“We’re very excited about the opportunity to join Mariner Wealth Advisors,” said Jay Sivel, principal and founder of Sivel Capital Management. “We feel a strong connection to their client first philosophy and know this transition will enhance the services we are able to offer our clients, including expanding our in-house tax strategy.”
Sivel Capital Management assumed the Mariner Wealth Advisors name when the deal closed on Nov. 30, 2021. This is Mariner Wealth Advisors’ 59th office nationwide.
To learn more, visit marinerwealthadvisors.com.
At Mariner Wealth Advisors, we provide 360° advice designed to last. We focus on one thing—partnering with clients to create a financial strategy for today and beyond that’s flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they can achieve their goals—we’re committed to being here for everything life brings their way. We’ve built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Founded in 2006 with $300 million in assets under advisement (AUA), Mariner Wealth Advisors and its affiliates now advise on over $50 billion in assets.
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