Mariner Wealth

Mariner Wealth is a large, multi-advisor wealth management firm serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. With roughly $98.6 billion in assets under management and a national platform of more than 800 advisors, the firm offers investment management, financial planning, retirement plan consulting, tax services and family‑office style administration alongside management of pooled investment vehicles.

The firm combines an in‑house investment team and Investment Committee with access to third‑party managers and model portfolios, employing both active and passive strategies across equities, fixed income, alternatives, structured notes, options and personalized equity/direct indexing approaches. For workplace retirement clients it offers an institutional Pathway DC solution with 3(38) fiduciary support and works with multiple recordkeepers, while discretionary authority is commonly used to implement tailored asset allocations and rebalancing.

Mariner’s brochure highlights a number of features that distinguish it from many large peers: it maintains an internal tax practice staffed with CPAs and enrolled agents and offers coordinated tax and Core Family Office services (including bill‑pay and banking administration), it acts as a sub‑advisor to other registered advisers and manages legacy client relationships from acquired firms (with some legacy‑only strategies or transition arrangements); it also uses affiliated entities (including an affiliated broker‑dealer for certain fixed‑income trading and a state‑chartered trust company) and provides ongoing client‑facing educational materials and program communications.