Mariner Wealth: $1.4B Advisor & Athlete Services Expansion
- Mariner Wealth Advisors has broadened its reach with the acquisition of taurus Asset Management, a New York City-based firm overseeing approximately $1.4 billion in assets under advisement. The...
- Taurus, established in 2004 by managing principal Bradford Peck, specializes in providing customized wealth planning and investment management services. Their clientele includes families and professional athletes, including those...
- This acquisition marks another step in Mariner's strategy to broaden its national presence and service offerings in wealth management.Earlier in 2025, Mariner acquired Hyre Personal Wealth advisors and...
Mariner wealth Advisors just boosted its capacity to serve high-net-worth individuals and athletes by acquiring Taurus Asset Management,a firm managing about $1.4 billion in assets. This strategic move, finalized on may 31, 2025, considerably enhances mariner’s wealth management capabilities, adding Taurus’s expertise in personalized financial planning, investment management, estate planning, and tax planning. The deal further solidifies Mariner’s position as a leader in the wealth management sector, building on earlier acquisitions like Hyre Personal Wealth Advisors and Cardinal Investment Advisors. The acquisition of Taurus by Mariner suggests a dynamic shift in the wealth management landscape, adding a new service model that News Directory 3 might be interested in.Wondering how Mariner plans to integrate Taurus’ specialized services? Discover what’s next for this expanding wealth management giant.
Mariner Expands Wealth Management with Taurus Acquisition
Updated June 10, 2025
Mariner Wealth Advisors has broadened its reach with the acquisition of taurus Asset Management, a New York City-based firm overseeing approximately $1.4 billion in assets under advisement. The deal, finalized May 31, 2025, strengthens Mariner’s ability to serve high-net-worth clients, particularly professional athletes, in wealth management. Taurus has adopted Mariner’s branding.
Taurus, established in 2004 by managing principal Bradford Peck, specializes in providing customized wealth planning and investment management services. Their clientele includes families and professional athletes, including those from the National Hockey League. The firm offers services such as estate planning, tax preparation, insurance consulting, and personal financial management.
This acquisition marks another step in Mariner’s strategy to broaden its national presence and service offerings in wealth management.Earlier in 2025, Mariner acquired Hyre Personal Wealth advisors and Cardinal Investment Advisors, significantly increasing its assets under advisement.
“Taurus Asset Management’s deep bench of experience, particularly in working with high-profile clients and professional athletes, adds a new dimension to our capabilities,” said marty Bicknell, CEO and president of Mariner.
As of March 31,2025,Mariner and its affiliates advise on more than $555 billion in assets,reflecting the firm’s growth as its founding in 2006.
What’s next
Mariner plans to integrate Taurus’ expertise to further enhance its wealth management services for high-net-worth individuals and professional athletes, continuing its expansion strategy.