MARINER
SEC RegisteredEmpowering advisors and clients with personalized and customized portfolio management.
About the firm
Baystate Wealth Management, now Mariner, is a federally registered investment advisor that acts as a fiduciary to advisors and clients. The firm's experienced team has been building investment portfolios for high-net-worth clients since 2010, collaborating with advisors to develop personalized and customized portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio management, asset allocation, risk management, and advisor/client communication and support.
Who they serve
High-net-worth clients and their advisors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,491 | $2.3B |
| High Net Worth Individuals | 46 | $424M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARINER has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.