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About Mariner Wealth Advisors
Mariner Wealth Advisors is a large, SEC‑registered investment advisor founded in 2006. As the flagship company of Mariner Family of Companies, it is built on a fiduciary model that places clients’ interests first. Mariner pairs comprehensive financial planning with disciplined investment management, tax planning, estate and trust services, and insurance solutions. Its advisors work collaboratively across specialties to craft holistic strategies tailored to each client’s life stage, family needs and philanthropic goals. This integrated approach seeks to simplify complex financial lives and help clients preserve and grow wealth across generations.
With offices nationwide, Mariner leverages in‑house research, risk management and specialized teams in areas such as retirement plan consulting, business succession, philanthropy and multi‑generational wealth planning. Clients include individuals, families, business owners and institutional retirement plans. Mariner’s size enables access to institutional‑quality investments and resources, yet its client relationships remain personal and service‑oriented. The firm is known for proactively guiding clients through market cycles, regulatory changes and life transitions while maintaining a culture of transparency and continuous improvement.
Pricing options
Regulatory filings
Areas of specialty
- Risk Management
- Consulting Services
- Retirement Planning
- Investment Analysis
- Asset Management
- Tax Planning
- Estate Planning
- Wealth Planning
More about Mariner Wealth Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 140195 | 1500 |
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