Join Mariner Independent
Independence Meets Access
Our wide range of services includes specialty areas of focus to help you build and grow your practice along with strong strategic alliances with leading custodial institutions such as Charles Schwab & Co., Inc., Fidelity Investments and BNY Pershing. Our robust back-office support helps free up time for you to spend directly on your clients. With Mariner as your partner, we’re confident you’ll enjoy our optimized tech stack, ongoing educational opportunities and a team of support and in-house professionals. You’ll be able to unlock potential for your clients and your practice.
Benefits & Resources
Access in-house professionals in specialty areas including tax, insurance, estate planning and more. We’ll help you run your business and provide the resources you need to focus on developing clear solutions to your clients’ complex challenges. You’ll have access to personalized coaching to help you grow your practice, as well as a financial planning team acting as an extension of your own.
Transition Experience
Ready to pair your entrepreneurship with our experience and knowledge? Our dedicated team will make sure you feel confident in your decision to partner with Mariner. We’ll help guide you through every phase of onboarding, helping to ensure a seamless experience and preparing both you and your clients for a successful start with us.
Mariner Advisor Network
We also offer an affiliation model for advisors looking to maintain their relationship with LPL Financial while partnering with us. This independent affiliation is part of our Mariner Advisor Network offering*, providing simplified support, including compliance and transition assistance, along with access to business consulting.
* Advisors can choose to manage their business on the corporate RIA offered through LPL Financial or as hybrid/RIA Only through Mariner’s RIA to gain access to either custody and/or brokerage support.
Jesse Brown, CFP®
Partner & Wealth Advisor, Rolling Hills Advisors
Mariner Independent
Omar A. Morillo, CFP® ChFC® AIF®
Founder, Imperio Wealth Advisors
Mariner Independent
The advisor’s personal comments may not be representative of the experience or opinions of other advisors and there is no guarantee of future performance or success.
Fidelity Investments® (Fidelity) is an independent company, unaffiliated with Mariner. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1178108.1.0
Interested in Learning More?
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.