Mariner Wealth

Overview

Mariner Wealth is organized as a limited liability company and is recorded as an SEC-registered investment adviser since 2017. The snapshot identifies it as an institutional RIA and describes it as a capital allocator and a related adviser to other entities. The firm’s fee arrangement is categorized as “other” rather than a standard advisory fee model. It is not identified as an active ESG investor, and the profile flags it as not being a multi-state adviser, according to the snapshot data. The firm’s corporate activities extend beyond pure advisory duties: the data lists affiliations that include broker-dealer functions, trust company and insurance company involvement, accounting relationships, pension consulting, commodity pool/CTA roles, and acting as sponsor, general partner, or managing member of pooled investment vehicles. Those connections indicate Mariner Wealth participates in multiple parts of the wealth-management value chain and can originate or sponsor pooled vehicles in addition to allocating capital to third parties. The firm received placement in the Financial Times’ Top 300 RIA Firms list in 2020.

Investments & Alternatives

Location & Offices