Breakaway Wire
About
Latest transactions
Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M Jose Ascencio Raymond James Financial Services → TSG Wealth Management Riseling Wealth Management Edward Jones → &Partners $357M Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management Anchor Financial Partners Northwestern Mutual → LPL Financial $525M Koetter Financial Services LPL Financial → Cetera Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B Eastover Capital Management Eastover Capital → South Atlantic Bank $430M Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

RIA · Independent channel

Mariner

Includes Mariner Wealth · Mariner Independent

Includes the history of Atlantic Wealth (acquired June 2026) · Wealth Conscious (acquired May 2026) · First National Advisors (acquired January 2026) · Strava Wealth (acquired December 2025)

Operate an independent advisory practice through Mariner Independent with shared platform and business resources.

Website
marinerwealthadvisors.com
Regulator record
MARINER (SEC)
Recorded arrivals
9
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
$5.2B
Reported practice assets · 9 of 9 disclosed
Departure assets
—
Reported practice assets · 0 of 1 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
3 Jan
0 Feb
0 Mar
3 Apr
0 May
3 Jun
0 Jul
0 Aug
0 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

01
Atlantic Wealth
1
02
Benjamin F. Edwards
1
03
First National Advisors
1
04
Focus Partners Wealth
1
05
J.P. Morgan Advisors
1
06
Northwestern Mutual
1

Departures went to

Destination firms, by number of teams

01
Wealthcare
1

Arrivals 9

Teams joining Mariner in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Jun 18 Breakaway Alan FeutzDeerfield, IL J.P. Morgan AdvisorsWirehouses, Banks & BDs $725M InvestmentNews
Jun 9 Acquisition Atlantic Wealth PartnersJupiter, FL Atlantic WealthRIAacquired by Mariner, Jun 2026 $218M InvestmentNews
Jun 3 Acquisition Wealth Conscious ManagementLos Angeles, CA Wealth ConsciousRIAacquired by Mariner, May 2026 $320M InvestmentNews
Apr 28 Lateral Mosaic Value PartnersAliso Viejo, CA Focus Partners WealthRIA $1.3B Press Release
Apr 16 Breakaway Blake Dunlop, Connor DunlopSt. Louis, MO Benjamin F. EdwardsWirehouses, Banks & BDs $400M InvestmentNews
Apr 16 Lateral Grant Palmer IIITimonium, MD Waypoint Wealth ManagementRIA $100M InvestmentNews
Jan 16 Lateral Alinity Wealth ManagementBaton Rouge, LA Northwestern MutualIndependent Broker-Dealer $275M InvestmentNews
Jan 6 Acquisition First National AdvisorsRockland, MA First National AdvisorsRIAacquired by Mariner, Jan 2026 $1.5B Press Release
Jan 6 Acquisition Strava WealthPittsburgh, PA Strava WealthRIAacquired by Mariner, Dec 2025 $360M Press Release

Departures 1

Teams leaving Mariner in 2026.

Date Pattern Team / advisor(s) To Reported assets Source
Sep 18 Lateral Confluence Wealth ManagementFort Mill, SC WealthcareRIA Pending Citywire

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.