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On its march to $50 billion, Mariner finds its groove buying RIAs connected to accounting firms

First it was CBIZ, now Orizon Investment Counsel, and Marty Bicknell doesn't plan to stop there as he notes accounting firms want to get back to their core business

Author Kelly O'Mara July 12, 2012 at 4:48 AM
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Marty Bicknell: It's not a coincidence at all.

David Selig

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Eric Clarke

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Dan Tucker



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May 22, 2023 at 5:13 PM

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Betterment is also bending to RIA needs • Wealthfront is in the black, thanks to cash • Altruist reveals where it makes its money • Rise, Wealthspire and Ascensus each add two executives • Compound hits $2 billion of AUM • CAIS slashes alts prices • BlackRock ups private debt sales to RIAs, through GeoWealth.

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Mentioned in this article:

Mariner
RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell



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