Hear How Advisors
at Our Firm
“Going above and beyond for my clients would lead to long-term relationships.”
“I wanted an environment that I could have autonomy.”
Join Us & Build Your Book of Business
Discover how joining our firm helped Kevin grow his practice.
Reasons he made the move:
- Organizational support to help grow his business
- Institutional experience and advanced technology tools to best serve clients
- A company culture in line with his approach to client service
Why Choose Our Firm?
1. Back-office Support Frees Up Time for Clients and Boosts Productivity
2. Strategies Help Define Your Value Prop and Enhance the Client Experience
3. Client Acquisition Strategies and Referrals Support Your Growth
Ready to Get the Support You Need to Grow?
We offer client acquisition strategies, referrals and in-house team support so you can spend more time on what matters most—your clients.
Barron’s Top Five RIA
Top RIA Firms: Barron’s awarded 2022, 2021, and 2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 through 2022 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. For additional disclosure click here.
Forbes Top Women
Wealth Advisors Best-In-State
Top Women Wealth Advisors Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2020 through 2023 were published in April 2020, March 2021, February 2022, and February 2023 and were based on September 30th data, including 1- and 5-year periods. For additional disclosure including individual winners click here.
Barron’s Top 100
Top 100 Independent Advisors: Rankings for 2019-2022 were published in September of each award year based on June 30th data, including 1- and 5-year periods. For additional disclosure including individual winners click here.
“Mariner Wealth Advisors is among the fastest-growing RIAs in the nation.”
– Wealth Management, July 2022
The fastest-growing claim is based on seven acquisitions announced in the first half of 2022. There is no guarantee of future performance or success.