Mariner Independent

RIASEC RegisteredEst. 2019

Total AUM

$7.3B

Discretionary

$6.6B

90% of AUM

Avg account

$509K

Accounts

14,426

Employees

161

Advisory reps

126

Firm details

Headquarters: Overland Park, Kansas
CRD number: 305418
Registered since: September 12, 2019
Website: www.marineradvisornetwork.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.62%
Individuals15.42%
Corporations / Businesses3.9%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mariner Independent is a limited liability company operating as an independent registered investment adviser since 2019. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its client-facing services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of third‑party advisers, and delivery of newsletters and educational seminars. Fee arrangements include asset‑based fees, hourly billing and fixed fees. The firm self-identifies as an active ESG investor and lists a range of industry affiliations — including broker‑dealer, trust company, insurance and accounting partners, commodity pool/CTA relationships, and roles as sponsor or managing member of pooled vehicles. The snapshot data indicates the firm is not designated as a multi‑state adviser, though it maintains operations across many states.