Why Partner with Mariner
At Mariner, we offer a comprehensive, flexible and objective approach to investment management. Our clients are supported by a wide range of asset management services, including individual security analysis and portfolio management, performance reporting, tax reporting and research services. We emphasize versatility and customization as we structure client portfolios. When analyzing a potential client’s portfolio, our analysts have the freedom to recommend maintaining existing securities, taking into consideration quality and appropriateness of those securities as well as any potential tax consequences.
We have access to a wide variety of mutual funds and individual securities. Our analysts employ exhaustive due diligence with selecting securities. The vast number of investments available, combined with our asset-based fee structure, provide us with a level of objectivity. We also have access to hundreds of separate account managers. These managers are available to larger portfolios to help provide tax efficiency, customized security selection and at times, a reduction in overall investment management fees.
Other Valuable Benefits Include:
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Barron’s has ranked our firm #6 Mega RIA in 2025 out of nine firms and in the top five 100 RIAs from 2016-2024*
- National firm with offices across the country and clients in all 50 states
- Team of investment professionals dedicated to a broad range of investment functions, including asset allocation, equity and fixed income management, as well as private investments, alternative offerings and risk management.
- Diverse offerings allow flexibility for custom solutions to help meet your client’s needs.
- Having a separate custodian provides independent set of checks and balances.
- Through our secure client portal, both you and your clients have continuous access to account information, quarterly reports and research. Account performance and securities valuations are updated on a daily basis. In addition, through this website, you have access to all of your clients’ information through the Advisor portal. The reports are updated in real-time, assuring accuracy 24/7.
Technology
Our secure, easy-to-access portal puts your clients’ investment performance at your fingertips. You can access views of your entire client base, or narrow it down to just one client. Through this portal, you have access to proposal tools, forms, investment policy information, account information and market insights. Your clients also have access to account information, market insights and other important information.
Customized Offerings
We develop customized offerings that incorporate your client’s specific goals, risk tolerance and investment strategy. Whether your clients have growth goals, stability goals or income goals, we can customize portfolios to help chart their course.
Service Model for Advisors
When you partner with Mariner, you receive:
- Sales and marketing support – Including proposals, marketing materials, fact sheets and more
- Client communication – Weekly commentaries, market updates and economic insight
- Advisor and investor portals – Including the ability to upload documents, receive communications and check accounts
- Field support – Our regional sales teams provide coverage throughout the United States
*Barron’s Top RIA Firms: Barron’s awarded 2025 #6 (Mega RIA), 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner based on data compiled for Mariner Wealth Advisors, LLC registered investment adviser subsidiaries and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016-2025 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, Mariner 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’s uses to rank firms is proprietary. In 2025 Barron’s ranked the largest registered investment advisor firms separately from its broader Top 100 RIA ranking. For the list of Mega RIAs, they selected firms that manage 2% or more of the total assets of all ranking applicants. In 2025, that creates a threshold of $70 billion in assets. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), 100 (2020-2024) and 109 (2025). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.
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