Overview

Mariner Wealth Advisors provides comprehensive wealth management for individuals, families, business owners, executives, and institutions by coordinating investment management, tax and estate planning, insurance, and business services under one roof. Its advisors follow a fiduciary standard and limit client loads to focus on personalized, client-first guidance, with revenue mainly from assets under management fees and some fixed-fee or hourly planning projects. The firm grows by acquiring smaller RIAs to expand its national footprint and capabilities, resulting in a large, integrated platform with over $550 billion in assets under advisement. Mariner aims to simplify clients’ lives by delivering holistic, integrated financial strategies that address all aspects of wealth management.

Significant Headcount Growth