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.

Download our Success Story 




Hear How Advisors
Are Advancing
At Our Firm

 

The thing that really meant so much to me was the culture.”

 

It’s How can we help? and What do you need to succeed in your role?”

Advisor Spotlight:
Join Us & Build Your Book of Business

Discover how joining our firm helped a senior wealth advisor grow her practice.

Reasons she made the move:

  • Collaboration With In-house Teams
  • Customized Investment Solutions
  • Professional Growth Opportunities

CEO’s Take:
Why Choose Our Firm?

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JoinMWA Retention

1. Back-office Support Frees Up Time for Clients

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.

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

Barron’s Top Five RIA

Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #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 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. 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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