Mariner
Registered investment advisor · Overland Park,, Kansas · CRD #151664
Subsidiary of Mariner
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Mariner
Mariner is a financial services firm founded in 2006, offering wealth planning, investment advisory, and various financial services with a client-first approach. It has over 1,000 employees and is recognized as a top investment advisory firm by Barron’s.
Fee Structure
Frequently Asked Questions
What is Mariner's AUM?
Mariner reports approximately $2.8B 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 151664. 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 6,147 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.
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