One Firm, Many Opportunities

As you think about your future, and the next step for you
personally and professionally, consider Mariner Wealth Advisors.

Mariner Wealth Advisors – By The Numbers









In Their Own Words

Find Out How Our Advisors Grow Their Practice

If you’re wondering what it’s like to join our firm, don’t take our word for it. Hear how Rachel Vivian, a senior wealth advisor, has grown her practice. 


In Their Own Words

Learn How We Support Our Advisors’ Growth

Discover how joining our firm helped Michael Horne, a managing director and senior wealth advisor, grow his practice.


In Their Own Words

Discover How In-House Resources Empower Our Wealth Advisors

Hear how Joe Azzopardi, a senior wealth advisor, has gained the freedom to focus on his clients and business growth.


In Their Own Words

Explore How Access to Referral Networks Spurs Advisor’s Growth

Hear how Kevin Carson, a senior wealth advisor, has gained the tools to best serve clients.


In Their Own Words

Uncover How Robust Support Helps Advisor Better Serve Clients

Hear how Jennifer Anker, a senior wealth advisor, has the opportunity to advance her professional development.


In Their Own Words

Read How Firm Culture and Support Help Advisor Better Serve Clients

Hear how Amy Secor, a senior wealth advisor, gained the tools to provide holistic planning for clients.


Who is a Good Fit?

Firm Founders Who Want to Return to Working with Clients

Join our firm and return to what you do best…working with your clients.

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Who is a Good Fit?

Needing a Succession Plan for You And Your Team?

Lesson potential business disruption for your clients and team when you are ready to retire.

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Who is a Good Fit?

Independent Advisors Who Want To Run Their Own Firm

Intrigued by the support and value we have to offer but want to own and run your own firm? We can help.

Who is a Good Fit?

Tax Firms Who Want to Be Part of a Growing RIA

Our in-house tax professionals are an integral part of the wealth teams, providing customized advice to clients.

Who is a Good Fit?

CPAs Who Want to Differentiate their Practice

Benefit from direct access to our wealth management teams while creating a recurring revenue stream.

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Why Join Mariner Wealth Advisors?

If you or your team are looking to work at a firm that arms advisors with growth opportunities, in-house resources and innovative investment management solutions while offering clients a boutique experience, joining the Mariner Wealth Advisors family could be the right next move for you. With our in-house tax, insurance, trust and estate solutions, you will be able to provide customized plans while spending time focusing on what you love—your clients.

Our Newest Advisors

chad weatherman

Chad Weatherman, CFP®, CPWA®

Senior Wealth Advisor

Chad recently joined our new location in Raleigh, N.C. Previously he worked for Beacon Pointe Advisors.

Jermaine Guthrie

Jermaine Guthrie, CFP®

Senior Wealth Advisor

Jermaine recently joined our existing location in New York, N.Y. Previously he worked for Morgan Stanley.

Morgan Nover

Morgan Nover

Associate Wealth Advisor

Morgan is a next-gen advisor and began her career at Mariner Wealth Advisors as a client service associate. She was recently promoted to associate wealth advisor.


Raoul Rodriguez, CFP®, EA

Senior Wealth Advisor

Raoul recently joined our existing location in Coral Gables, Fla. Previously he worked for Congress Asset Management.

Not Ready to Join?

If you’re an advisor who is intrigued by the support and value a firm like Mariner Wealth Advisors has to offer but want to own and run your own firm, we can help.

Mariner Advisor Network

Whether your main objective is to grow your business or spend more time with clients or family, The Network can help you achieve it. We built our business model around preserving and strengthening your independence and letting your entrepreneurial spirit thrive. Our services aim to help you meet the sophisticated needs of your clients while adding real value to your broker-dealer and custodial relationships.

Learn More

Success Stories

Not to toot our own horn, but we think we’re pretty good at what we do…don’t just take our word for it. Hear what these advisors say about making the move to Mariner Wealth Advisors.

Advisor Triples AUM in 5 Years With In-House Support

After 36 years spent building a financial planning practice literally from the bottom up—she started in her basement—Patricia Kummer felt she had hit a plateau and lacked the resources to grow her business. She searched for a strategic growth partner to help her expand and serve more clients while attracting the talent needed to do so. After speaking with several firms, she joined Mariner Wealth Advisors. Since then, the sky’s been the limit.

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In-House Support Allows Advisors to Take Their Practice to the Next Level

Margaret McDowell and her sons, Andrew and Patrick, wanted to grow their family-owned practice and client services, so they searched for a partner with extensive in-house resources and team support. They focused their search on top-30, growth-oriented firms with a client-first approach. After just two calls, they decided to join Mariner Wealth Advisors. Margaret retired shortly after, and Andrew and Patrick assumed leadership of the practice.

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CPA Partnership Opportunities

Join a growing community of CPAs across the country who partner with us to extend their solutions and services. Mariner Wealth Advisors’ Alliance Program is designed to help you stay competitive while growing your firm.

Want to Connect?

Connect with us at the following industry events.

Digital Integration in Wealth Management

Sep 27 - Sep 28, 2023
Miami, FL
Kevin Corbett
Managing Director, Corporate Development

Schwab Impact

Oct 24 - Oct 26, 2023
Philadelphia, PA
Todd Cassler
Chief Strategy & Growth Officer
Alise Kraus
National Managing Director
Kevin Corbett
Managing Director, Corporate Development
Matt Lovejoy
Managing Director
Aisling Carroll
Managing Director, General Business Consulting

Excell Represent

Nov 15 - Nov 16, 2023
Orlando, FL
Rachel Vivian, CFP®
Senior Wealth Advisor

Connect With Us on Social Media

In the News

1Data as of 6/30/2023 – AUA in billions and includes assets under management and assets under advisement for all Mariner, LLC dba Mariner Wealth Advisors (“MWA”) and is not meant to represent regulatory assets under management. Please see Form ADV filings for specific information on regulatory assets under management.
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