Mariner Wealth Advisors Sees Continued Growth, Eyes US Expansion
Overland Park, Kan. – July 10, 2017 – Mariner Wealth Advisors, the expanding national wealth advisory firm, is seeking wealth management firms and advisors to join its family of partner firms on the heels of its continued growth, success and recognition of Mariner as the top independent advisory firm1 in the country by Barron’s.
With partner firms throughout 17 cities across the US, over $14.7 billion in assets under advisement (as of 5/31/17) and clients in 48 states, Mariner Wealth Advisors seeks to expand into the Minneapolis, Milwaukee and Detroit suburbs by collaborating with like-minded and culturally aligned professionals. Mariner Wealth Advisors’ current partner firms, on average, have grown approximately 50 percent in assets under advisement within just a few years of joining the Mariner family.
Part of what attracts wealth advisors and wealth management firms to join Mariner Wealth Advisors is the client-first mantra president and chief executive officer Marty Bicknell adopted and fostered since inception. As a result, it is critical that potential partners have the same client-centric cultural mindset prior to joining the Mariner family.
Partner firms retain day-to-day oversight of their business, but gain access to Mariner’s experience through its national leadership team and broader base of senior advisors. Mariner also provides services such as IT, legal and compliance, operations and marketing support, allowing advisors to focus their resources and time on growing and retaining their business, thereby driving their entrepreneurial spirit.
Said Bicknell, “We’re proud of our continued yet measured growth and are seeing strong opportunities to partner with more firms to extend our offering to more individuals, families and businesses. We look forward to helping new partners grow their practices through the real benefits our proven platform has to offer.”
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.