Mariner

Overview

Mariner is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2010. The firm manages client relationships primarily on a percentage-of-assets fee model and serves individual and family clients while also providing portfolio management for small businesses and institutional/business clients. Mariner identifies as a capital allocator, meaning it both constructs in-house portfolios and places capital with external managers. The firm reports that it incorporates ESG considerations into its investment process. Mariner’s business footprint includes affiliations across the financial services ecosystem — broker-dealers, trust companies, insurance providers, accounting and law firms, and roles as sponsor/GP or managing member of pooled vehicles. The firm has been recognized in industry rankings, appearing on Barron’s Top 100 RIA Firms list in 2025 and AdvisorHub’s 50 RIA Firms to Watch in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices