MARINER WEALTH ADVISORS
Company Profile
| As of Date | 03/27/2026 |
| ADV Location | United States, KS |
| Adviser Type
- Large advisory firm - Related adviser |
|
| Number of Employees | 1,954 27% |
| of those in investment advisory functions | 998 34% |
| AUM* | 125,408,489,288 55% |
| of that, discretionary | 123,188,072,311 64% |
| Private Fund GAV* | 11,360,559 -53% |
| Avg Account Size | 671,384 19% |
| High Net Worth | 40.21% 9% |
| SMA’s | Yes |
| Private Funds | 2 2 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Disclosure Reporting
| 11.D(2) | Other regulator found violation |
| 11.D(4) | Other regulator order (past 10 yrs) |
Recent News
Reported AUM
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count2 | GAV$11,360,559 |