Mariner Leads Barron’s Inaugural Rankings of Top Independent Advisory Firms
August 31, 2016 – Mariner today announced its recognition as the leading independent advisory firm in the United States, ranking first on Barron’s list of the Top 20 Independent Advisory Firms. Barron’s ranking is based on criteria such as assets under management, client retention and other factors that speak to the firms’ ability to provide broad and consistent services to their clients.
“Our commitment to helping our clients meet their goals has always been the foundation on which our firm is built, and I believe this prominent recognition reflects our unwavering dedication,” said Marty Bicknell, chief executive officer of Mariner. “Mariner was founded with a mission of helping individuals and families achieve and maintain financial peace of mind. This recognition validates our model of partnering with advisory teams to deliver fully customized and holistic wealth planning solutions to clients across the country.”
1 Barron’s awarded the 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018) and 50 (2019). Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.