Mariner has acquired Taurus Asset Management, a New York City-based wealth manager with approximately $1.4 billion in assets under advisement. The transaction, which closed on May 31, 2025, enhances Mariner’s capabilities in serving high-net-worth individuals, particularly professional athletes. Taurus has adopted the Mariner name and branding 

Founded in 2004 by managing principal Bradford Peck, Taurus has specialized in providing tailored wealth planning and investment management services to families and professional athletes, including clients from the National Hockey League. The firm’s approach encompasses estate planning, tax preparation, insurance consulting, and personal financial management.  

“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. 

Houlihan Lokey acted as the exclusive financial advisor to Taurus Asset Management in the transaction. 

This acquisition is part of Mariner’s ongoing strategy to expand its national footprint and service offerings. Earlier in 2025, Mariner acquired Hyre Personal Wealth Advisors, a $325 million firm based in Ohio, and Cardinal Investment Advisors, a $292 billion institutional consulting firm, significantly increasing its assets under advisement. 

As of March 31, 2025, Overland Park, KS-based Mariner and its affiliates advise on more than $555 billion in assets, reflecting the firm’s rapid growth since its founding in 2006.