Mariner Wealth Advisors, the Leawood, Kan.-based independent advisory firm, has acquired a 51% interest in Adams Hall Asset Management, the company announced.
As part of the arrangement, which closed on Jan. 30, Adams Hall will retain its name and gradually integrate its compliance and human resources operations and systems into Mariner’s over time. Adams Hall, an RIA firm based in Tulsa, Okla., has about $1.3 billion in AUM and might also integrate its portfolio performance reporting and billing with Mariner’s, too, Jana Shoulders, founder and CEO of Adams Hall Asset Management said in an interview.
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