MARINER WEALTH
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About the firm
Mariner is a nationally recognized wealth management firm with a local presence across the country. Behind every Mariner advisor is access to an in-house team of specialists in taxes, estate planning, insurance and more. The firm offers integrated wealth management services for both individuals and businesses.
Areas of expertise
Services
Services for individuals include wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services, and insurance solutions. Services for businesses include financial wellness, executive financial planning, tax planning and preparation, specialty tax services, risk advisory, institutional cash management, investment banking and valuation advisory services, and financial institutions group offerings.
Who they serve
Individuals seeking wealth management and businesses seeking financial strategies, including retirement plans, tax strategies, and institutional cash management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
65 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 WEALTH 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.