Access a new level of support for your wealth advisory practice.
See how wealth advisors use Mariner’s extensive resources to accelerate business growth and better serve clients.
-> Watch this video to discover how advisors, just like you, are accessing the benefits of Mariner.
Every advisor gains access to a team of Mariner advisors and a wealth of support.
We offer two paths – join the Mariner team or partner with Mariner Independent.
Both options provide a full range of practice management growth strategies, advanced planning tools and back-office support. All designed to help you grow your business and solve your clients’ complex wealth challenges.
"When I came across the Mariner platform and being able to see the level of resources that we would be given access to as a firm, it just made sense."
Omar A. Morillo, CFP® ChFC® AIF®
Founder, Imperio Wealth Advisors
Mariner Independent
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
"Access is crucial. I can’t say that enough. And the fact that it’s not just access for me, but access for my clients and every single person with whom I’m going to interact during the course of the next several decades, you can’t beat that."
Mari Peralta, CFP®
Senior Wealth Advisor
Mariner
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
"The fact that we have access to resources and our clients have the access through us is just great."
Raoul Rodriguez, CFP®
Senior Wealth Advisor
Mariner
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
"I know that the backend operations that need to happen to run any successful business are being taken care of by professionals and people who are experienced in their field."
Erin Zylka, CFP®, AIF®
Founder & President, Kona Financial Planning
Mariner Independent
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
Access more for your clients with Mariner. Start the conversation today.
Whether you are interested in joining Mariner as a firm advisor, or gaining access to a range of advisory resources via Mariner Independent, we can help accelerate your wealth management practice. Let’s talk.
Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA 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 – 2023 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, MWA has paid a fee to use the ranking. See the full disclosure here.
