Mariner Wealth Advisors’ Valerie Newell and Jana Shoulders Ranked Among Barron’s 2018 Top Women Financial Advisors

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Mariner Wealth Advisors’ Valerie Newell and Jana Shoulders Ranked Among Barron’s 2018 Top Women Financial Advisors

Newell ranks #3 and Shoulders places as only Oklahoma-based advisor

Overland Park, Kan. – July 9, 2018 – Mariner Wealth Advisors, a national wealth advisory firm, is proud to announce that managing partners Valerie L. Newell and Jana Shoulders have been recognized on Barron’s 2018 list of Top Women Financial Advisors. Newell ranked #3, and Shoulders, the only top advisor named from the Oklahoma region, ranked #78.

The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. With 22 locations across the U.S and clients in all 50 states, Mariner Wealth Advisors is constantly growing and seeking top talent to serve its diverse client base. Newell and Shoulders’ recognition underscores the firm’s female wealth advisory teams and its commitment to serving the financial needs of all clients, including women.

Newell climbs a spot from the 2016 and 2017 list, where she ranked #4 for two consecutive years. She was also ranked as the #1 Wealth Advisor in Ohio by Barron’s in 2016, 2017 and in 2018 while serving as Chairman of RiverPoint Capital Management (which adopted the Mariner Wealth Advisors name in 2018), and ranked #14 on Barron’s 2017 list of Top 100 Independent Wealth Advisors. 

Shoulders, who leads the Tulsa, Oklahoma City and Amarillo offices, debuted on the Barron’s list this year. Her accolades include recognition as a top financial advisor by Financial Planning and WealthManagment.com. In addition, Mariner has ranked in the top two 2016 and 2017 Independent Advisory Firms by Barron’s.

“It is an honor to be named once again to a list of such driven and high-performing women advisors,” said Newell. “The ranking reinforces and further inspires the work we do every day at Mariner Wealth Advisors in providing customized advice to valued clients.”

“I am humbled to receive this recognition and join the ranks of some of the most remarkable women in our industry,” said Shoulders. “Women face unique financial challenges and have distinct financial objectives. I am proud to bring my perspective into the workplace to help women and their families develop investment plans, meet retirement goals and make more informed financial decisions.”

Newell and Shoulders are industry veterans each with over 20 years of experience. Newell provides experience in investment management, financial planning and retirement planning for high-net-worth individuals, multi-generational families and retirees. Shoulders provides customized financial and advisory services, with particular focus on individuals and families, trusts and foundations.

About Mariner Wealth Advisors

Mariner Wealth Advisors is a national wealth advisory firm providing wealth advice focused on meeting clients’ financial goals. With 22 office locations from coast to coast and clients in all 50 states, the firm’s mission is to help clients and their families navigate their financial future, charting a course to achieve their goals today, tomorrow and for years to come.

Barron’s – 2018 Top 100 Women Financial Advisors – Valerie Newell #3, Barron’s – 2017 Top 20 Independent Advisory Firm – Mariner Holdings #2; Barron’s – 2016 Top 20 Independent Advisory Firm – Mariner Holdings #1; Barron’s – 2017 Top 100 Independent Wealth Advisors – Valerie Newell #14; Barron’s – 2016 Top 100 Independent Wealth Advisors – Valerie Newell #20; Barron’s – 2016, 2017, 2018 Top Advisor: Ohio – Valerie Newell #1; Barron’s – 2016 and 2017 Top 100 Women Financial Advisors – Valerie Newell #4; Barron’s – 2015 Top 100 Independent Wealth Advisors – Valerie Newell #29; Barron’s – 2014 Top 100 Independent Wealth Advisors – Martin Bicknell #2; Barron's uses three major components in their rankings: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor's regulatory record. Barron’s published its Inaugural Top 20 Independent Advisory Firms in 2016 based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided to Barron’s.  The 2017, 2016 and 2014 Barron’s ranking for Mariner Holdings and Martin Bicknell, respectively, are based upon information compiled using data for Mariner Holdings’ registered investment adviser subsidiaries. The Barron’s rankings for Valerie Newell were awarded to Ms. Newell while Chairman of RiverPoint Capital Management (currently Mariner Wealth Advisors - Cincinnati).

Wealthmanagement.com: The Top 10 Women-Owned RIAs of 2015 – Jana Shoulders ranked #5. REP’s Top 25 Women-Owned RIAs list was ssembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management. To land on the list, female advisors were required to directly own at least 25 percent of the firm. Additionally, these women have at least some individual clients for whom they do financial planning, and have no more than 50 percent institutional clients. Finally, none of the RIAs on the list operates a broker/dealer or a bank, or is affiliated with an investment company. For additional information visit www.wealthmanagement.com

Financial Planning: Adams Hall Wealth Advisors (currently Mariner Wealth Advisors-Oklahoma) was ranked among the 100 Top Fee-Only Firms in 2014. Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee-only planning firms, every effort is made to exclude firms with broker-dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors. The list also does not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true holistic financial advice to individuals, only firms with 50% or more individual clients, as can be determined through the Form ADV, are included. Subjective review of unusual cases may result in inclusion or exclusion based on factors unique to those firms. As the RIA industry evolves, so does the criteria. For additional information visit www.financial-planning.com