You’re Ready for Mariner
You’re ready for what’s next.
Let’s talk about it.
You’ve built your wealth. Now you’re ready for a more sophisticated approach—an advisor who knows your goals and the power of a whole team behind your plan.
Where your wealth goes next is up to you. We’re here to help.
Since 2006, Mariner has taken a long-term approach centered on clients, bringing together advisors, specialists and in-house resources to address complex wealth needs at every stage.
Interested in working
with a top-ranked advisor?
Barron’s has ranked our firm #6 Mega RIA in 2025 out of nine firms and in the top five 100 RIAs from 2016-2024. As a nationally recognized firm with a local presence across the country, we offer wealth management from advisors focused on helping you reach your financial future.
Barron’s Top RIA Firms: Barron’s awarded 2025 #6 (Mega RIA), 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner based on data compiled for Mariner Wealth Advisors, LLC registered investment adviser subsidiaries and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016-2025 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. In 2025 Barron’s ranked the largest registered investment advisor firms separately from its broader Top 100 RIA ranking. For the list of Mega RIAs, they selected firms that manage 2% or more of the total assets of all ranking applicants. In 2025, that creates a threshold of $70 billion in assets. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), 100 (2020-2024) and 109 (2025). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.
What you’re ready for
We’re proud to have been recognized by Barron’s as #6 Mega RIA in 2025 out of nine firms and in the top five 100 RIAs from 2016-2024.1
Real power behind your plan
Behind every Mariner advisor is access to an in-house team of specialists in taxes, estate planning, insurance and more.
A strategy built around your life
We bring together the specialists you need into one integrated approach designed around your goals.
An advisor who has time for you
At Mariner, advisors are here to be fully present for every client. That means the time to listen, the time to plan and the time to be there when it matters.
Let’s Talk
What’s your next wealth question?
Whether you’re planning ahead or navigating something new, we’re here to help. Fill out the form and we’ll be in touch.
What’s your next wealth question?
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What’s your next wealth question?