Mariner Wealth Advisors said Wednesday that it’s acquiring Robinson Tigue Sponcil Private Wealth Management, a Phoenix-based firm with $393 million in assets under advisement.
The acquisition is scheduled to close on Dec. 10; terms were not disclosed.
RTS, founded over 20 years ago, has more than 280 clients. The firm will adopt the Mariner Wealth Advisors name once the deal closes.
“Joining Mariner Wealth Advisors will provide our employees and clients with the scale and resources of a much larger firm, ultimately improving the financial outcomes we seek to achieve,” said Keith Tigue, the firm’s president.
The purchase of RTS is the 10th transaction this year for Mariner, an Overland Park, Kansas-based advisory firm with more than $50 billion in assets.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
