MARINER INSTITUTIONAL, LLC
SEC RegisteredYour Independent Investment Consultants
About the firm
Mariner Institutional serves corporations, public and government funds, insurance companies, Taft-Hartley plans and nonprofit institutions, providing research-driven investment and retirement plan advisory solutions. The firm tailors its approach to deliver customized solutions, always acting in a fiduciary capacity. Mariner Wealth Advisors also offers executive wealth management services, working with high-net-worth executives on financial planning, asset allocation, tax strategies, and business succession.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment and retirement plan advisory solutions, investment policy development, asset allocation and liability modeling, manager research and selection, performance measurement and reporting, institutional cash management, executive wealth management, tax planning and preparation, estate planning, risk advisory, trust services, insurance solutions, investment banking and valuation advisory services, charitable giving strategies, and family governance and education assistance.
Who they serve
Corporations, public and governmental funds, insurance companies, Taft-Hartley (multiemployer) plans, nonprofit institutions (endowments and foundations), and high-net-worth executives including those from Procter & Gamble, AT&T, and Dow 30 companies.
| 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
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
Data as of March 27, 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 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.