Mariner Advisor Network

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Connect with this firm

Total assets under management

$8,486,309,662

Total clients

16,195

11% high-net worth

Total advisors

164

of 177 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$524,008

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fee may be charged for financial planning and consulting services depending on level of service.

Project-based

Hourly consulting services provided, specific rates not stated in excerpt.

Other

Account minimum: $5,000

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

Mariner Advisor Network

5700 W 112 Th Street, Suite 500

Overland Park KS 66211, United States

Number of offices

119

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 650-571-1934

Advisors at this firm

Beau C

Series 66

Sacramento, CA

Mariner Advisor Network

Jeffrey K

Series 66

Bend, OR

Mariner Advisor Network

Salvador M

Series 63, Series 65

Roseville, CA

Mariner Advisor Network

Alexander I

Series 63, Series 66

Danville, CA

Mariner Advisor Network

Steven P

Series 63, Series 66

Vista, CA

Mariner Advisor Network

Vida J

CFP®

Oak Park, CA

Mariner Advisor Network

Brice L

CFP®, Series 66

Wichita, KS

Mariner Advisor Network

Christopher M

Series 66

Sacramento, CA

Mariner Advisor Network

Joseph C

Series 63, Series 65

Sacramento, CA

Mariner Advisor Network

Larry F

CFP®

Pine Grove, CA

Mariner Advisor Network

Miranda G

CFP®, Series 66

Camarillo, CA

Mariner Advisor Network

Bruce W

Series 66

San Tan Valley, CA

Mariner Advisor Network

Brian W

CFP®, ChFC®, Series 66

San Carlos, CA

Mariner Advisor Network

John C

CFP®, Series 63, Series 65

Roseville, CA

Mariner Advisor Network

Adeline B

Series 66

Palo Alto, CA

Mariner Advisor Network

Not sure where to start?

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Call (201) 292-4557

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