MARINER ADVISOR NETWORK

MARINER INDEPENDENT ADVISOR NETWORK, LLC

CRD 283824 · SEC 801-107913

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5700 W 112TH STREET, SUITE 500, OVERLAND PARK, KS, 66211, United States

Phone

650-571-1934

Fax

650-571-6301

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$9.57B

Discretionary AUM

$9.57B

Team

174 total employees; 150 advisory reps; 209 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	13898	$3.82B
High net worth individuals	2202	$5.51B
Pension/profit sharing plans	3	$3.5M
Charitable organizations	54	$126.7M
Corporations/business entities	84	$118.0M

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, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD