Mariner is a privately held, national financial services firm built to support modern wealth needs—and the advisors who are ready to take on more of them.

Everything we do is designed to create opportunities to positively impact the lives of many. With this purpose, we’re raising the bar for the entire industry.

Founded in 2006 with $300 million in assets under advisement, Mariner and our affiliates now advise on over $632 billion in assets* which supports ongoing investment in the people, technology and capabilities that support advisors across different business models.

You’ll have access to specialized resources and tools designed to support increasingly complex client needs. You’ll be part of a collaborative organization that brings advisors and specialists together to solve challenges efficiently, giving you more time to focus on your clients, your growth and your future.

Mariner is intentionally built to support different ways of working, giving advisors the flexibility to engage with us in the way that best aligns with their goals.

Ready for something different?

Interested in working with a top-ranked advisor?

Barron’s has ranked our firm #6 Mega RIA in 2025 out of nine firms and in the top five 100 RIAs from 2016-2024. As a nationally recognized firm with a local presence across the country, we offer wealth management from advisors focused on helping you reach your financial future.

Barron’s Top RIA Firms: Barron’s awarded 2025 #6 (Mega RIA), 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner based on data compiled for Mariner Wealth Advisors, LLC registered investment adviser subsidiaries and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016-2025 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, Mariner has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. In 2025 Barron’s ranked the largest registered investment advisor firms separately from its broader Top 100 RIA ranking. For the list of Mega RIAs, they selected firms that manage 2% or more of the total assets of all ranking applicants. In 2025, that creates a threshold of >70 billion in assets. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), 100 (2020-2024) and 109 (2025). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

*Data as of 12/31/2025. Assets include assets under management and assets under advisement for subsidiaries of Mariner Wealth Advisors, LLC.

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Discover how advisors across different models are accessing the benefits of Mariner—and what partnership could look like for your practice.