A complete list of active advisors currently associated with Mariner

Warmer can help you find a great advisor at Mariner or one who fits your needs even better.

Mariner serves a broad mix of clients — individuals (including high net worth), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities — and offers investment management, financial planning, reporting/consulting, tax services, family office (CFO) capabilities and private fund management. Like many large enterprises, the firm generally charges percentage-of-AUM advisory fees and provides tailored portfolio management across retail and institutional client types. The firm’s investment process is overseen by an Investment Committee led by the Chief Investment Officer and combines in‑house portfolio management with access to third‑party managers, model programs and alternative investments (including CAIS-sourced alternatives, SEI sub‑advised models and private funds). Mariner uses both active and passive strategies (equities, fixed income, options, structured notes, direct indexing and alternatives), typically manages accounts on a discretionary basis and employs platforms for held‑away participant account management and a legacy Robo program for some clients. Several features distinguish Mariner from many peers: it operates an in‑house tax practice staffed with CPAs and enrolled agents and offers stand‑alone tax compliance and planning services; it maintains advisory relationships with and acts as a sub‑advisor to other investment advisers while also affiliating with a pension/retirement consulting business (Mariner Institutional) and offering a bundled Pathway DC 3(38) solution for plan sponsors. The firm also maintains an affiliated trust company, runs enterprise sponsorships and client events and preserves legacy client arrangements from acquired firms — practices the brochure notes can include continuing predecessor‑firm processes, communications or performance references during integration.

To learn more about the advisors currently working at Mariner, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.