Mariner to acquire $325 million California RIA
San Jose-based Hayes Financial will become the firm’s 11th office in the state.
Mariner Wealth Advisors of Overland Park, Kansas, will acquire Hayes Financial, a San Jose, California-based firm with $325 million in assets under advisement.
The terms of the acquisition, which will establish Mariner’s eleventh office in the state, were not disclosed.
Hayes Financial was founded in 2008 by Zachary Hayes, and currently serves more than 170 clients. It focuses on high-net-worth executives and tech company employees.
Three staffers will be joining Mariner along with Hayes.
The deal is scheduled to close next Friday.
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