Deals & Moves: Mariner Adds Two Teams of $500M to W-2 Channel [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
Mariner, an Overland Park, Kan.-based registered investment advisor managing about $632 billion in client assets, has acquired two advisory teams from other wealth managers, adding $500 million in assets to its portfolio. A St. Louis-based team led by father Blake and son Connor Dunlop left Benjamin F. Edwards, where they had a firm called the Dunlop Investment Group, according to BrokerCheck. The duo oversees $400 million in client assets for families, business owners, athletes, and executives. The other team, based in Timonium, Maryland, is led by Grant Palmer III, who left Waypoint Wealth Management after about 15 years, according to BrokerCheck. His team manages $100 million in assets, focusing on “evidence-based investing and retirement planning.” The additions come the same week that Mariner announced it had agreed to sell its Mariner Advisor Network, a division of Mariner with 367 LPL Financial-affiliated advisors and $31 billion in assets, to independent broker/dealer
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LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 4/16/26 - Form 4
- 4/15/26 - Form 144
- 4/14/26 - Form 144
- LPLA's page on the SEC website