Kansas City, MO-based Mariner Wealth Advisors LLC has acquired the majority of Vantage Investment Advisors LLC. Vantage provides high net worth individuals, trusts, and qualified plans with a comprehensive approach to investment management. The company is located in State College, PA.
Mariner Holdings is an independent financial services firm with more than $26 billion in assets under management. This acquisition will add another $1 billion in assets. Wealth and asset management is handled through Mariner Wealth Advisors and Montage Investments, the company’s two affiliates. Services include wealth transfer, risk management, philanthropy, investment advisory services, executive compensation planning, business succession planning and more.
Terms of the acquisition were not disclosed.