Our Firm

Where We Started

We founded our privately held national advisory firm in 2006 with one location, just seven associates and $300 million in assets under advisement,1 initially offering clients wealth planning and then adding services including tax planning and insurance solutions, under one roof. We began with a mission to always put clients first, associates second and shareholders last, and that mission continues to guide us today. 

Where We Are Today

We provide 360° wealth management by creating long-term relationships with our clients and their families, driven by a commitment to put their interests first. Our personalized approach incorporates every aspect of our clients’ lives into a wealth management plan—we’re committed to being here for everything life brings their way. Since 2006, our firm has grown to over 70 locations, 1,000+ associates and more than $62 billion in assets under advisement.2 

Where We’re Headed

We continue a trajectory of asset growth through strategic acquisitions, lift-outs, organic growth and partnership alliances, with a mission to continue to attract and develop diverse, top talent who will help us better serve clients on a national level. Our ongoing growth plan includes adding more locations across the United States to expand opportunities for advisors and enhance service to our clients. 

1As of 5/2006.

2As of 3/31/22.

*Barron’s awarded the 2021 and 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020 and 2021). Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com Registration of an investment advisor does not imply a certain level of training or skill.

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