Mariner
Registered investment advisor · Overland Park, Kansas · CRD #140195
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Mariner
Mariner Wealth Advisors is a national wealth management firm founded in 2006 and headquartered in Overland Park, Kansas. As a registered investment advisor, the firm manages over $577 billion in assets across 42 states and Puerto Rico. Mariner emphasizes a client-first approach, offering a range of comprehensive services that include wealth planning, tax strategies, estate planning, trusts, insurance, and investment management. The firm provides tailored wealth management solutions through dedi
Fee Structure
Frequently Asked Questions
What is Mariner's AUM?
Mariner reports approximately $125.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Mariner headquartered?
Mariner is headquartered in Overland Park, Kansas.
What is Mariner's CRD number?
Mariner's CRD number is 140195. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Mariner manage?
Mariner manages approximately 186,791 client accounts according to its latest SEC filing.
Is Mariner SEC registered?
Yes, Mariner is registered with the SEC as an investment adviser with an approved registration status.
Affiliated entities
Mariner files separate SEC registrations for the following advisory entities:
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