Top-Ranked for Advice the Last Four Years
Barron’s has ranked our firm as a top four RIA for the last four years and Forbes has recognized our top women advisors and top advisors over the last five years. As a nationally recognized firm with a local presence across the country, we offer wealth management from advisors focused on helping you navigate your financial future.
Mariner Wealth Advisors has also been recognized by:
Financial Advisor Magazine | Financial Times | ThinkAdvisor
Barron’s – 2020 – 2016 Top Advisor: Ohio – Valerie Newell #1
Barron’s – 2020 Top Advisor: Pennsylvania – Rob Thomas #3
Barron’s – 2020 Top Advisor: Kansas – Trey Barnes #5
Barron’s – 2020 Top Advisor: Oklahoma – Jana Shoulders #6
Barron’s – 2020 Top Advisor: Nebraska – Jim Siemonsma #6
Barron’s – 2020 Top Advisor: New York – Justin McCarthy #93
Barron’s – 2019 Top Advisor: Oklahoma – Jana Shoulders #5
Barron’s – 2019 Top 50 Registered Investment Advisory Firms – Mariner Wealth Advisors #4
Barron’s – 2019 Top 100 Independent Wealth Advisors – Valerie Newell #9
Barron’s – 2019 Top 100 Women Financial Advisors – Valerie Newell #4
Barron’s – 2019 Top 100 Women Financial Advisors – Faith Read Xenos #68
Barron’s – 2019 Top 100 Women Financial Advisors – Jana Shoulders #91
Barron’s – 2018 Top 40 Registered Investment Advisory Firms — Mariner Wealth Advisors #3
Barron’s – 2017 Top 20 Independent Advisory Firm – Mariner Holdings #2
Barron’s – 2017 Top Women Financial Advisors – Valerie Newell #4
Barron’s – 2016 Top 20 Independent Advisory Firm – Mariner Holdings #1
Barron’s – 2016 Top 100 Independent Wealth Advisors – Valerie Newell #20
Barron’s – 2016 Top Women Financial Advisors – Valerie Newell #4
Barron’s – 2018 Top Women Financial Advisors – Valerie Newell #3
Barron’s – 2018 Top Women Financial Advisors – Jana Shoulders #78
Barron’s – 2015 Top 100 Independent Wealth Advisors – Valerie Newell #29
Barron’s awarded the 2019 #4 and 2018 #3 Top RIA Firms ranking to Mariner, LLC d/b/a Mariner Wealth
Barron’s awarded the 2019 #4 and 2018 #3 Top RIA Firms ranking 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 these lists 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 listing includes the firms’ 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. Registration of an investment advisor does not imply a certain level of training or skill.
Barron’s also publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,000, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: 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. For additional information visit www.barrons.com
2020 – Forbes ranked Valerie Newell number 47 and Jana Shoulders number 322 out of 1,000 on the Top Women Wealth Advisors list.
2020 – Forbes ranked Jake Kern, Jana Shoulders and Faith Xenos as Best-In-State Wealth Advisors.
Advisors are selected for the Forbes rankings by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. For additional information visit www.forbes.com.
2019 – Forbes ranked Faith Xenos number 10 of 51 Top Wealth Advisors in the Miami, Florida, area.
Advisors are selected for the Forbes rankings by Shook Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The rankings are not indicative of future performance, and there is no guarantee of future investment success. For additional information visit www.forbes.com.
2015 – Mariner Wealth Advisors, LLC ranked 12th among Top 100 Wealth Managers with $10 billion under management.
The 2015 Forbes ranking is based upon information compiled using data for Mariner Wealth Advisors, LLC and its majority owned subsidiary registered investment advisory firms. Data for the Top Wealth Managers list is compiled by RIA Database. Candidate firms qualify based on both quantitative and qualitative criteria. In 2015 the list was expanded to 100 firms, ranked by assets under management for year-end 2014, reported as of March 31, 2015. Members of the list must have managed at least 50 percent of their assets on behalf of retail clients, cannot run a broker-dealer (they can be affiliated with one), cannot be a bank (trust companies are permitted), and must be performing wealth management services. Firms cannot have had any regulatory, civil or criminal disclosures. The list looks beyond exclusively fee-only advisors. For additional information visit www.forbes.com
FA Magazine awarded the #9 2019 RIA Ranking to Mariner Wealth Advisors.
The survey is a ranking based on assets under management at year-end of RIA firms that file their own ADV with the SEC and provide financial planning and related services to individual clients. Firms are ranked from largest to smallest (1-683) based on AUM reported to FA magazine by the firms. The award is not indicative of future performance and there is no guarantee of future investment success.
FA Magazine (2018 and Before)
2018 RIA Ranking, Asset Category: $1 Billion and Over – Mariner Wealth Advisors #13
2015 RIA Ranking, Asset Category: $1 Billion and Over – Mariner Wealth Advisors #14
The 2015 FA Magazine rankings were based upon information compiled using data for Mariner Wealth Advisors and its majority owned subsidiary registered investment advisory firms. For additional information visit www.fa-mag.com.
2016 – Marty Bicknell, CEO of Mariner Wealth Advisors, named an Innovator Entrepreneur – The IA 25 is compiled yearly by Investment Advisor magazine to include individuals who have been most influential in and around the business of independent financial advice.