About Mariner
Access is Everything
Mariner is a privately held, national financial services firm equipped to meet modern wealth needs. Our advisors — with Mariner Wealth or Mariner Independent — have access to in-house expertise including tax, estate planning, trust, insurance, investment banking and valuation. This allows advisors to spend more time focusing on their clients’ needs.
It’s all designed to help 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 advise on over $577 billion in assets.*
Join us, and build momentum for your clients’ wealth and your career.
Why Mariner?
You’ll have access to resources and tools. You’ll be part of a collaborative team that works together to solve complex challenges. You’ll have more time to focus on your clients. Ready for something different?
Our Story
In 2006, Marty Bicknell founded Mariner because he wanted to create a financial services firm that put clients at the center of everything. Fast forward to today, we’re nowhere near done growing this firm and maximizing our impact. We know the financial advisor model is rapidly changing, and Mariner isn’t just positioned to keep up. We’re positioned to lead the way — by giving advisors access to products and services they need: estate planning, tax advice, insurance and more.
A Barron's Top-Ranked RIA
Mariner was created to put clients at the center of everything we do. We are proud to have been recognized by Barron’s as #6 Mega RIA in 2025 out of nine firms and in the top five 100 RIAs from 2016-2024.
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.
By The Numbers*
In Assets Under Advisement
Advisors
Locations
Donated through the Mariner Foundation
*Data as of 6/30/2025. Assets include assets under management and assets under advisement for subsidiaries of Mariner Wealth Advisors, LLC.
Latest Mariner Resources
Capacity without compromise: How to scale and still stay personal
Advisors talk about growth: bigger books, broader reach, new systems. But the most effective ones have learned that growth...
Why there’s no “right time” for wirehouse advisors to make a move
For many wirehouse advisors, leaving is a “someday” decision. They may wait to make a move when the markets settle, when...
From referrals to reach: social media strategies for independent advisors
For many independent advisors, growth has traditionally relied on referrals. But today’s clients form opinions long before...
Interested in Learning More?
Discover how advisors are accessing the benefits of Mariner. Schedule a time to talk.
Join the Mariner Momentum
At Mariner, we believe every advisor should have a team of advisors to support them. Whether you want to join our team as an advisor or prefer to maintain your independence, we’re here to support your growth.
If our collaborative approach to wealth management aligns with how you want to accelerate your practice, fill out the form below. Our advisor talent team will be in touch soon to discuss how we can work together to support your success.