Mariner has acquired First National Advisors in Rockland, Massachusetts, and Strava Wealth in Pittsburgh in a pair of transactions that together add approximately $1.8 billion in assets under advisement and expand the firm’s footprint in Greater Boston and western Pennsylvania.
The national financial services firm said the deals bring two established advisory teams onto Mariner’s platform while allowing each to maintain a local presence, supported by Mariner’s broader capabilities across wealth management, tax, estate, trust, insurance ,and specialized planning.
The larger of the two transactions involves First National Advisors, which adds eight associates, including five advisors, and approximately $1.5 billion in assets under advisement. One of the advisors operates in the institutional space, and the firm is known for its sector focus in dental and medical practices, combining personal wealth management with institutional retirement plan consulting.
First National also operates a physician-focused planning offering called True Wealth MD, designed to provide holistic life-and-wealth planning tailored to doctors and other healthcare professionals. Mariner said that specialization strengthens its ability to support advisors serving clients in demanding, heavily regulated professions with increasingly complex planning needs.
The First National deal closed on January 2, 2026. Advisor Growth Strategies served as advisors on the transaction, according to Mariner.
The second acquisition, Strava Wealth, adds a five-person team that includes three advisors and approximately $360 million in assets under advisement. Strava Wealth was founded in 2002 as K.S. Wright Associates and is positioned around a disciplined investment philosophy and an integrated wealth-management approach spanning investment management, tax planning, risk managemen,t and estate planning.
Mariner also pointed to Strava Wealth’s leadership succession profile, describing it as having one of the youngest leadership teams in its region and a long runway to serve multi-generational client relationships. The acquisition closed on December 31, 2025, and Dalphia Partners served as banker for the deal.
Mariner said the transactions support its multi-year growth strategy focused on expanding in key regions while adding planning and sector expertise. With offices in 42 states plus Puerto Rico, the firm said the acquisitions create its third office in Pittsburgh and its fourth office in the Greater Boston area.
KEY QUOTES:
“Mariner is built around advisors who are deeply committed to their clients. As clients’ financial lives become more complex, advisors who join us are surrounded by the support they need to keep growing, expand their capabilities and stay focused on clients—momentum that allows us to reach more people and fulfill our purpose of positively impacting the lives of many.”
Marty Bicknell, President and CEO, Mariner
“Our clients operate in demanding, highly regulated professions, and their financial lives require a level of coordination and foresight that continues to increase. As our firm has grown, it has become important to align with an organization that could support the complexity of our work and the pace at which our clients’ needs are evolving. Joining Mariner gives us the scale and capabilities to better serve medical and dental professional clients while preserving the hands-on, specialized approach they rely on.”
Michael Hebert, Partner and Investment Advisor, First National Advisors
“We’ve always taken a long-term, disciplined approach to both investing and firm building. This was a carefully considered decision rooted in what’s best for our clients and team. Becoming part of Mariner gives us greater scale and support while building on the strengths and standards our clients expect.”
Adam Wright, Co-Owner and Chief Investment Officer, Strava Wealth
