Transactions
Theme
Advised Madison, NJ-based Brinton Eaton Associates on the sale of a majority interest to Leawood, KS-based Mariner Wealth Advisors. With approximately $700 million of assets under management, Brinton Eaton gains additional support and resources from Mariner, allowing its existing advisors to devote more time to managing client relationships. The addition of 13 professionals is in line with Mariner’s plan to expand its national footprint. Concurrent with this transaction, Montage Investments, another Mariner Holdings affiliate, has added Brinton Eaton’s mutual fund, The Giralda Fund, to its suite of mutual funds.