Mariner

Ready To Accelerate Your Practice?

Offering just retirement planning and portfolio management is no longer enough to remain competitive in today’s market.

-> Download our white paper – “7 Ways to Take Your Practice to the Next Level” – to learn how Mariner can help maximize your time with clients and advance your business goals.


Rehan
Omar

"I have the freedom, flexibility and financial rewards of owning my business – without the headaches."

Rehan Chaudhry

Partner Advisor, AdvicePeriod
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.

Joshua
Maria

"I now have more time to focus on clients and thoughtfully grow our team and the number of clients we serve. Equally important, I have access to in-house professionals to further develop my skill sets as an advisor and leader."

Joshua Goldman, Ph.D., CFA

Director & 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.

Giti
Raoul

"My affiliation with Mariner Independent allows me to deliver a boutique experience for my clients, serving as a true fiduciary, backed by institutional thought leadership and support."

Giti Khalsa

Founder, Pace 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.

Rachel
Erin

"I’m a planner at heart, so I need to know I’m going to have support down the road. My goal is to double my AUA in two years. I knew I would have the opportunity to do that here."

Rachel Vivian, 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.

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7 Ways to Take Your Practice to the Next Level

The Right Support Makes All the Difference

One of the biggest challenges that advisors face is how to drive growth while managing a practice and serving existing clients. Mariner offers ways to balance the load with access to teams of experienced professionals and extensive resources for you to leverage.
DOWNLOAD WHITE PAPER

CEO’S TAKE

Why choose Mariner?

1

 Access a team of advisors with expertise on a broad range of services.

2

 Leverage back-office support teams so you have more time for clients.

3

 Develop your advisory skills by taking advantage of our in-house resources.

Marty Bicknell

Chief Executive Officer & President

Work Smarter, Not Harder. Access More for Your Clients With Mariner.

Mariner’s comprehensive resources and innovative planning tools enable you to do more with your time and better serve your clients’ complex wealth needs.
ACCESS WHITE PAPER
7 Ways to Take Your Practice to the Next Level

Complete the Form and You’ll Be on Your Way To Accelerating Your Practice

We understand the challenges of operating as a wealth advisor in a competitive marketplace. Read our white paper to gain practical insights about growing your business while supporting your clients.

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Barron’s Top RIA Firms: Barron’s awarded 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA 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 2016-2024 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. 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. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020-2024). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.
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Top-Ranked RIA for the last nine years.
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