Adams Hall, which has approximately $1.3 billion in assets under management, will retain its name and expects to integrate its operations into Mariner over time, the firm said.
The integration will allow Mariner to serve clients in “geographically diverse areas,” according to chief executive Martin Bicknell.
In other news, Mariner hired Brian O'Regan to lead its nationwide growth efforts at the beginning of December last year. O’Regan’s appointment followed a series of initiatives to expand the wealth management network of Mariner, which began early in 2011 with the takeover of CBIZ Wealth Management's advisory unit.
Mariner Wealth Advisors provides wealth planning, asset management and family office management with around $8 billion in AuM and 14 team members.