What questions do you have about your wealth?
The right support makes all the difference. That’s why our advisors have access to an in-house team of wealth management professionals. They use their know-how to tap into the right resources and solutions for your complex wealth challenges. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
Schedule a call to connect with Dylan today! >
Dylan Younce
Director & Senior Wealth Consultant
Access to a wealth of knowledge and solutions.
Putting clients first is what we do. Giving advisors access to in-house support know-how is how we do it.
Tax strategies, estate planning, investment management — our advisors have the knowledge and resources to find smart, modern answers for your wealth.
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With a Top-Ranked Advisor?
Barron’s has ranked our firm No. 5 out of nine Mega RIA firms in 2026, up from No. 6 in 2025. From 2016-2024, Mariner ranked among the top five firms on the Barron’s Top 100 RIA Firms list each year. As a nationally recognized financial services firm with a local presence across the country, we bring together advisors and resources to help clients pursue their broader financial goals.
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Barron’s Top RIA Firms: Barron’s awarded 2026 #5 (Mega RIA), 2025 #6 (Mega RIA), 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner based on data compiled for multiple affiliated registered investment advisers operating under the Mariner brand. The rankings reflect aggregated data from these affiliated investment advisers and do not reflect the assets or business of any individual Mariner investment adviser on a standalone basis. The 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) were based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016-2026 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, Mariner has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. Beginning in 2025, Barron’s has ranked the largest registered investment advisor firms separately from its broader Top 100 RIA ranking. For the list of Mega RIAs, Barron’s selects firms that manage 2% or more of the total assets of all ranking applicants. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), 100 (2020-2024), 109 (2025-2026). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.