Ready to Join a Top-Ranked Firm You Can Grow With?
As a nationally recognized firm with a local presence across the country, we offer advisors the comfort of knowing you are part of a firm that works hard to ensure you have industry-leading services, solutions, strategy and technology to help you grow your business and your clients grow their wealth.
And while we are proud to have been recognized by Barron’s as a top five RIA for the last eight years, we recognize this would not happen if it weren’t for our hard-working associates and support from our clients. We experience even greater joy when our advisors are recognized for the amazing partnerships they have formed with their clients.
Recognizing Advisors’ Accomplishments
Whether it’s being recognized as a top advisor in your state by Forbes or Barron’s, being recognized as a next-generation advisor, featuring your location on a local business journal list, or being featured as a subject matter expert in an article or a news story, we take pride in lifting our advisors up to the highest level and recognizing their accomplishments both personally and professionally.
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. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.