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MARINER
MARINER, LLC
CRD 140195 · SEC 801-66632
5700 W. 112TH STREET, SUITE 500, OVERLAND PARK, KS, 66211, United States
Phone
913-904-5700
Fax
913-904-5701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.41B
Discretionary AUM
$123.19B
Team
1889 total employees; 933 advisory reps; 216 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32261 | $10.67B |
| High net worth individuals | 22322 | $104.87B |
| Banking/thrift institutions | 56 | $3.99B |
| Pooled investment vehicles | 2 | $9.2M |
| Pension/profit sharing plans | 458 | $3.80B |
| Charitable organizations | 145 | $683.8M |
| State/municipal entities | 1 | $13.2M |
| Other investment advisers | 6 | $205.2M |
| Insurance companies | 4 | $273.0M |
| Corporations/business entities | 257 | $879.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- http://www.partnerwithmariner.com/
- https://www.instagram.com/marinerwealthadvisors/
- https://www.adviceperiod.com/
- https://www.linkedin.com/company/adviceperiod/
- HTTP://PARTNERING.MARINERWEALTHADVISORS.COM
- https://www.marinerwealthadvisors.com/
- https://www.youtube.com/user/MarinerWealthAdvisor
- https://www.instagram.com/adviceperiod_llc
- https://www.facebook.com/AdvicePeriodLLC/
- https://joinmariner.com/
- http://www.linkedin.com/company/mariner-wealth-advisors
- https://www.facebook.com/AccessMariner
- https://www.linkedin.com/company/access-mariner/posts/?feedView=all
- https://www.instagram.com/accessmariner/
- https://mariner.com
- https://mcd.marinerwealthadvisors.com
- https://pg.marinerwealthadvisors.com
- https://microsoft.marinerwealthadvisors.com
- https://srs.mariner.com
- https://mistercarwash.marinerwealthadvisors.com
- https://myapplestock.com
Official SEC filing: View on IAPD