Alaris

Mariner Wealth Advisors

Overland Park, Kansas

Website:

https://www.marinerwealthadvisors.com/

140195

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Overland Park, Kansas

Website:

https://www.marinerwealthadvisors.com/

Leadership Interview

Company Details

Approximate AUM

$81,106,925,484

Fee model

Hybrid Flexible

Number of employees

1200

Custodians

Schwab

Fidelity - IWS

Raymond James

Fifth Third Bank

Merrill Lynch

Morgan Stanley

Description

We have built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Our client-first approach is carried out by our wealth advisors in offices across the country. Because our teams, including individual and business, tax planning and preparation, estate planning, trust services, investment management, personal insurance solutions, Mariner Institutional and specialized business services are in-house, we can provide clients with a coordinated, customized experience.

Locations

1869 Charter Ln Ste 200 Lancaster PA 17601

18500 W Corporate Dr Ste 120 Brookfield WI 53045

1800 Bering Dr Ste 250 Houston TX 77057

1601 NW Expy Ste 1850 Oklahoma City OK 73118

17767 N Scottsdale Rd Ste 310 Scottsdale AZ 85255

1715 E Skyline Dr Ste 131 Tucson AZ 85718

1701 Cochran Rd Fl 2 Pittsburgh PA 15220

1676 N California Blvd Ste 550 Walnut Creek CA 94596

1661 International Place Dr Ste 400 Memphis TN 38120

1640 Boro Pl Ste 420 Mclean VA 22102

1525 Valley Center Pkwy Ste 310 Bethlehem PA 18017

151 Library Pl Princeton NJ 8540

1500 Broadway Fl 28 New York NY 10036

1500 Broadway Fl 27 New York NY 10036

15 N Main St Ste 300 Concord NH 3301

145 E Prospect Ave Ste 217 Danville CA 94526

145 E Prospect Ave Danville CA 94526

1401 S Brentwood Blvd Ste 375 Saint Louis MO 63144

1401 S Brentwood Blvd Ste 300 Saint Louis MO 63144

140 Sherman St Fl 3 Fairfield CT 6824

13800 Coppermine Rd Ste 287 Herndon VA 20171

1375 Martin St Ste 200 State College PA 16803

13330 US Hwy 98 W Miramar Beach FL 32550

1313 N Webb Rd Ste 230 Wichita KS 67206

120 Newport Center Dr Newport Beach CA 92660

123 Center Park Dr Ste 209 Knoxville TN 37922

11512 El Camino Real Ste 370 San Diego CA 92130

11225 SE 6th St Ste 260 Bellevue WA 98004

1114 Lost Creek Blvd Austin TX 78746

11225 E 6th St Ste 260 Bellevue WA 98004

1114 Lost Creek Blvd Ste 260 Austin TX 78746

10900 NE 4th St Ste 2300 Bellevue WA 98004

1055 Westlakes Dr Ste 300 Berwyn PA 19312

1045 76th St Ste 100 West Des Moines IA 50266

1045 76th St Ste 1000 West Des Moines IA 50266

1000 Legion Pl Ste 125 Orlando FL 32801

1000 Legion Pl Ste 1285 Orlando FL 32801

1 Main St Ste 202 Chatham NJ 7928

1 Giralda Farms Ste 130 Madison NJ 7940

1 Giralda Farms Madison NJ 7940

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Banking

Exit Planning / Investment Banking Services

Corporate Trustee Services

Tax Planning

Recent News

Mariner Buys Middle-Market M&A Advisory Shop

Mariner, a $245 billion national RIA firm, has acquired Woodbridge International, a middle-market mergers and acquisition consulting specialist firm based in New Haven, Connecticut.

Mariner Acquires Woodbridge International, Enhances M&A Advisory Capabilities

Mariner, a national wealth advisory firm, today announced its acquisition of New Haven, Conn.-based Woodbridge International, a leading middle-market mergers and acquisitions firm. This acquisition significantly bolsters Mariner's position as a comprehensive financial advisory firm, deepening its expertise in sell-side M&A advisory services.

Mariner Announces Strategic Partnership with Neuberger Berman Capital Solutions

Mariner, a leading national financial services firm, announces Neuberger Berman Capital Solutions (NB Capital Solutions) and funds managed by Neuberger Berman Private Markets (NB) have made a significant minority growth investment in the firm.

How This Team Built Itself Into One of the Largest Registered Investment Advisors

Mariner’s CEO and CIO discuss the firm’s growth formula and investment philosophy.

Mariner Buys Middle-Market M&A Advisory Shop

Mariner, a $245 billion national RIA firm, has acquired Woodbridge International, a middle-market mergers and acquisition consulting specialist firm based in New Haven, Connecticut.

Marty Bicknell buys a second M&A shop 10 years after the first • Advisor360 repeopling includes new people officer, and seven other major hires • By women, for women corporate RIA nets 10th partner

Mariner CEO is again reversing the predatory script • Some 53% of Advisor360's 15-strong senior management joined the firm in the last 12 months • LGBTQIA+-friendly corporate RIA grows AUM to $283 million, after three new partners join.

Mariner’s Corbett On The M&A Environment For Financial Advisory Firms

Kevin Corbett, Managing Director – Corporate Development & Strategy at Mariner, joined Keith Black, Managing Director of RIA Channel, to discuss deal activity for combining and acquiring advisory firms. The first half of 2024 experienced a strong volume of mergers and acquisitions activity among financial advisory firms. Corbett’s team at Mariner evaluates 100 deals per year, but only closes transactions with advisory firms deemed to be the best fit.

Serving as senior vice president of wealth management, Corbett will support partner firm initiatives

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Match confidence

N/a

video Overview

Getting started

00:53

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management