From clarity
to momentum
How Mariner’s career path connects visibility, confidence and continuity.
The problem clarity solves
Across wealth management, career ambiguity is becoming a business risk.
38%
of RIAs provide clear career paths¹
68%
of next-gen advisors rank career path as their top priority¹
58%
of firms report no undesired attrition¹
38%
of RIAs provide clear career paths¹
68%
of next-gen advisors rank career path as their top priority¹
58%
of firms report no undesired attrition¹
When the path forward is clear, people can move ahead with greater confidence—and firms can build sustained momentum.
Momentum in action
When clarity is consistent, careers are positioned to evolve over time.
Careers with momentum
Visibility milestones
Ongoing coaching
Accountability at every stage
Mobility that moves with you
Grow broader, not just upward
Build skills that travel
Leadership from every corner of the firm
96%
advisor retention²
93%
associate retention²
Progression at Mariner is designed to be transparent, measurable and tied to impact—reinforced by mentorship, shared standards and firmwide consistency.
When people can see what’s next, they’re better positioned to move forward with confidence and continuity.
Why it matters
We believe that when people have clarity about what’s next, they move forward with purpose—serving clients with confidence, leading teams with intention and strengthening the firm.
Inside the full report: advisor progression, firmwide mobility, real-world career paths and the culture behind Mariner’s retention.
Explore the full career framework behind Mariner’s people-first approach.
Explore the full career framework behind Mariner’s people-first approach.
Start a confidential conversation
¹ RIA Talent Management Study 2025, DeVoe & Company
² Retention rates for 2025 are annualized using actual data from 1/1/2025–9/30/2025 and projected terminations for the remainder of the year based on average historical termination patterns. Annualization is applied to account for natural seasonal fluctuations and to approximate a full-year retention rate. As a result, these figures represent estimates and may differ from final year-end results.
Past performance may not be indicative of future results.