MARINER INDEPENDENT

You built your business your way. Now grow it with the scale, resources and partnership of Mariner Independent—where independence comes with strength.

Grow without giving up control—supported by the technology, talent and operational depth of a national firm. With Mariner Independent, your autonomy comes first. It’s independence backed by experience, built to match your ambition and expand what’s possible.

You didn’t build your practice to be managed. You built it to serve clients your way. But that doesn’t mean going it alone. With Mariner Independent, you gain access to innovative technology, talent and infrastructure that can help your practice thrive.

With an advisor-first mindset and a culture built on collaboration, you’ll have the freedom and flexibility to grow—supported by a community of peers who share your vision and expertise that evolves with your clients’ needs.

Your advantage at scale

• Transition experience built for advisors. Fast, discreet and seamless—powered through integrated technology, operations, compliance and transition support.
• Specialists across every discipline. From tax, estate, trust, insurance and valuation to family office and CFO-level business solutions.
• Innovative technology that works together. Salesforce, Orion, RightCapital, Holistiplan, Vanilla.
• Operations and compliance teams behind you. So you can stay client-focused.

You’ve already proven what you can build. Now it’s about scaling smarter with the efficiency, resources and reach to grow, without losing what makes your business yours.

Growth without compromise

A model built for entrepreneurial-minded advisors.

• Institutional-level resources, without the overhead.
• Enterprise reach with boutique agility. Leverage scale to expand capacity, increase efficiency and grow.
• A transition strategy tailored to your business. Seamless, personalized and designed around your goals.
• Broad resources with a personal touch. Growth powered by partnership, not constraint.

The strength of a large firm with the flexibility of an independent practice.

Results that speak for themselves.

• 20% average client-base growth across all advisors in year one.¹
• Nearly 70% of independent advisors grow their client base within their first year.²
• Dedicated transition and marketing teams built for speed.

Your clients are your business.
We treat them that way.

Your relationships are your most valuable asset. Our transition process safeguards them at every step, managed by professionals who know your clients’ trust is the foundation of your success.

A transition built around your clients

• Dedicated transition manager from day one. Your single point of contact for every detail.
• Personalized communication templates. Maintain continuity and confidence through every client touchpoint.
• Secure digital onboarding and data migration. Protect information and streamline client setup.
• Hundreds of successful advisor transitions. Proven experience you can rely on.

Advantages that keep you in control

• Access to 100+ in-house specialists.
• Transparent compensation and equity pathways.
• Technology and compliance support for your practice.

Independence doesn’t mean going it alone. As part of a like-minded community, you’ll connect with peers who’ve built thriving practices—sharing insights, referrals and a commitment to doing what’s right for clients.

Collaboration that fuels growth

• A network of high-performing independent advisors.
• Dedicated support teams who know your business.
• Mentorship from experienced advisors.
• Culture grounded in belonging, purpose and client-first leadership.

Sources:

^1-2Mariner internal data (May 2023 to August 2025). Individual results vary, and past performance is not indicative of future outcomes.

Your business.
Our platform.
Shared momentum.

Let’s explore what independence can look like when you have the right partner behind you. Whether you’re planning a transition or positioning for growth, our team is ready to help you move forward.