MI
MARINER INSTITUTIONAL, LLC
SEC RegisteredWINTER PARK, FLhttps://marinerwealthadvisors.com/our-services/business/mariner-institutional844-442-6326
Assets Under Management
$1B–$5B
Employees
148
Office Locations
8 offices
Total Accounts
59
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthCharitable OrganizationsState/Municipal
Services
investment_managementfinancial_planningestate_planningtax_planninginsurancecharitable_givingwealth_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 8 | $514M |
| Charitable Organizations | 14 | $570M |
| State/Municipal Entities | 19 | — |
891 total clients reported on Form ADV.
Leadership
Michael Francis Welker
CEO
Bryan Emerson Bakardjiev
CHIEF OPERATING OFFICER; MEMBER (CLASS C UNITS)
Steven Elliott Gordon
MEMBER (CLASS C UNITS)
Troy Eric Brown
EXECUTIVE DIRECTOR OF CONSULTING; MEMBER (CLASS C UNITS)
Kimberly Woolweaver Spurlin
CHIEF FINANCIAL OFFICER; MEMBER (CLASS C UNITS)
Sara Pennisi Searle
CHIEF COMPLIANCE OFFICER
Rachel Dawn Brignoni
CHIEF HUMAN RESOURCES OFFICER
Robert Mccabe Traditional Ira
MEMBER (CLASS E UNITS)
As Co-Trustees Of The Michael F. Welker Revocable Trust U/a Dated July 6 2009 Michael F. Welker And Kristen M. Welker
MEMBER (CLASS A UNITS)
Office locations
8 offices in 8 states
FL
WINTER PARKHQ
OH
BEACHWOOD
TX
DALLAS
NV
RENO
IL
NAPERVILLE
PA
PITTSBURGH
MI
BLOOMFIELD HILLS
KY
COVINGTON
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#111964
SEC Number
801-58253
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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Editorial disclosure
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 INSTITUTIONAL, LLC 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.