MARINER

Overview

Mariner is an independent, SEC-registered wealth manager organized as an LLC and operating primarily for individual and family clients. The firm provides portfolio management for both private individuals/small businesses and for business or institutional accounts, charging fees based on a percentage of assets under management. Mariner describes itself as a capital allocator and reports being an active ESG investor. Its regulatory registration dates back to 2010 and ownership is a mix of a domestic entity and individual owners. The firm maintains a range of industry relationships—covering broker‑dealers, trust companies, insurance firms, accountants, law firms, commodity pool operator/CTA arrangements, and roles as sponsor or manager of pooled vehicles—which suggests they integrate outside platforms and specialists into client strategies. Mariner has been recognized in industry lists, appearing on Barron’s Top 100 RIA Firms in 2025 and on AdvisorHub’s 50 RIA Firms to Watch in 2026.

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