MARINER WEALTH ADVISORS

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Company Profile

As of Date 03/29/2025
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 1,554 3.67%
of those in investment advisory functions 854 25.59%
AUM* 98,605,437,424 49.69%
of that, discretionary 88,829,800,175 67.58%
Private Fund GAV* 14,926,906 -36.95%
Avg Account Size 632,991 34.30%
High Net Worth 38.90% 14.47%
SMA’s Yes
Private Funds 4 1
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)

Recent News

Reported AUM

53B 45B 38B 30B 23B 15B 8B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$14,926,906

Related Companies

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