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

47

ACQUISITIONS

80

LOCATIONS

95B

IN AUA1

1000

ADVISORS

Who is a Good Fit?

Advisors Who Want to Grow Their Business

We provide strategic growth strategies and customized solutions and support.

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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

Mariner Wealth Advisors Headshot Graphic

Frederick V Gustave III, J.D.

Senior Wealth Advisor

Frederick joined Mariner Wealth Advisors as part of an acquisition in Pittsburgh, Penn.

Joe Reynoldson, CFP®

Associate Wealth Advisor

Joe is a next-gen advisor and began his career at Mariner Wealth Advisors as a client service associate. He was recently promoted to associate wealth advisor.

Kevne Sharpe, CFP®, ChSNC®, AEP®

Wealth Advisor

Kevne recently joined our existing location in Highlands Ranch, Colo. Previously she worked for Prudential Advisors.

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Todd Redd

Wealth Advisor

Todd joined Mariner Wealth Advisors as the first advisor for our Knoxville, Tenn., location, an office we greenfielded in October.

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 increase production or spend more time with your family, The Network’s mission is to help you achieve it. We focus on helping you build and support a successful independent practice.

Learn More

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Mariner Platform Solutions

A fee-for-service offering, Mariner Platform Solutions provides you with access to advisor solutions teams like tax and estate planning plus operational support so you can spend less time running your business and more time growing it.

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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 Gains Resources to Better Serve Clients and Build Her Business

Rachel Vivian was searching for a firm that would allow her to provide more customized investment solutions for her clients as well as grow her practice. Also important was access to referral networks and being part of a firm that supports women in leadership roles. Vivian joined Mariner Wealth Advisors knowing she would be backed by the in-house teams and resources she needs to succeed.

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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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In the News

Want to Connect?

Interested in learning more about the opportunities at Mariner? Connect with us on social media.

1In billions. AUA totals as of 9/30/22 and include 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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