Wealth Manager
    SEC Registered
    Manages Private Funds

    Mariner Independent

    Registered investment advisor · Overland Park, Kansas · CRD #305418

    Assets Under Management
    $7.3B
    Client Accounts
    14,426
    Employees
    161
    CRD Number
    305418
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mariner Independent

    Mariner Independent is a national financial services firm offering investment advisory, tax, estate planning, and other wealth management services. It provides independent advisors with in-house resources and support to help them achieve their business goals. Founded in 2006, Mariner has over 1,000 employees.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Mariner Independent

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Mariner Independent's AUM?

    Mariner Independent reports approximately $7.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mariner Independent headquartered?

    Mariner Independent is headquartered in Overland Park, Kansas.

    What is Mariner Independent's CRD number?

    Mariner Independent's CRD number is 305418. 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 Independent manage?

    Mariner Independent manages approximately 14,426 client accounts according to its latest SEC filing.

    Is Mariner Independent SEC registered?

    Yes, Mariner Independent is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Kansas

    Creative Planning
    Overland Park, KS · $295.6B AUM
    Onedigital
    Overland Park, KS · $155.4B AUM
    Mariner
    Overland Park, KS · $125.4B AUM
    Ae Wealth Management, LLC
    Topeka, KS · $49.8B AUM
    Prime Capital Financial
    Overland Park, KS · $39.1B AUM
    Palmer Square Capital Management LLC
    Mission Woods, KS · $25.6B AUM
    See all top RIA firms in Kansas →

    Research firms like Mariner Independent at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial