Download Our Success Story:
Explore How Access to Referral Networks Spurs Advisor’s Growth

If you’re wondering what it’s like to join our firm, don’t take our word for it. Hear how Kevin Carson, a senior wealth advisor, has gained the tools to best serve clients. Download our Success Story 

Hear How Advisors
Are Advancing
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.

Jennifer Anker name date JoinMWA

Advisor Spotlight:
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

CEO’s Take:
Why Choose Our Firm?

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JoinMWA Retention

1. Back-office Support Frees Up Time for Clients and Boosts Productivity

JoinMWA Succession

2. Strategies Help Define Your Value Prop and Enhance the Client Experience

JoinMWA Career Advancement

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.

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Barron’s has ranked our firm as a top five RIA for the last four years

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
Independent Advisors

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. 

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