Accolades
Top-Ranked RIA for the Last 10 Years
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 goals.
Other Recognition
Barron’s Top 100 RIA Firms
#6 Mega RIA in 2025 out of nine firms and in the top five 100 RIAs from 2016-2024
Barron’s Top 1,500 Advisors (formerly Top 1,200 Advisors) Rankings by State
#1 Advisor in Ohio 2016 – 2024
#1 Advisor in Nebraska in 2026 & 2024 – 2022, #3 in 2021 & #6 in 2020
#1 Advisor in Pennsylvania in 2026 & 2025, 2024 & 2023, #2 in 2022, #1 in 2021 & #3 in 2020
#3 & #6 Advisor in Kansas in 2026 & 2025, #2 & #5 in 2024, #3 & #5 in 2023, #6 in 2022, #3 in 2021 & #5 in 2020
#2 Advisor in Oklahoma in 2026 & 2025, #3 in 2024, #5 in 2023, #6 in 2022, 2021, 2020
#2 Advisor in New York in 2026, #3 in 2025 & 2024, #21 in 2023, #30 in 2022, #49 in 2021 & #93 in 2020
#3 Advisor in Arizona in 2026, #4 in 2024, #7 in 2023 & #19 in 2022
#9 Advisor in Kentucky in 2026, #10 in 2025, #7 in 2024 & #12 in 2023
Barron’s Top 100 Independent Advisors
#3 Advisor in 2023, #4 Advisor in 2022, #11 Advisor in 2021, #10 Advisor in 2020
Barron’s Top 100 Women Financial Advisors
#53 Advisor in 2025
#49 Advisor in 2024
#2 & #90 Advisors in 2023
#3 & #64 Advisors in 2022
#5 & #58 Advisors in 2021
#4 & #57 Advisors in 2020
#4, #68 & #91 Advisors in 2019
#3 & #78 Advisors in 2018
#4 Advisor in 2017 & 2016
Disclosures:
Barron’s
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.
Top 100 Women Financial Advisors: Rankings for 2016-2025 were published in June or July of each award year based on March 31st data, including 1- and 5-year periods. Top 100 Independent Advisors: Rankings for 2019-2023 were published in September of each award year based on June 30th data, including 1- and 5-year periods. Top 1,500 Advisors (formerly Top 1,200 Advisors): Barron’s expanded its state-by-state advisor ranking from 1,200 to 1,500 advisors beginning with the 2026 ranking. Advisors are ranked and organized on a state-by-state basis. Rankings for 2016-2026 were published in March of each award year based on the previous year’s September 30th data, including 1- and 5-year periods. No fee was paid for participation in the rankings; however, some advisors have paid a fee to receive expanded profile features on the ranking website. The rankings are based on data provided by individual advisors and their firms. Barron’s publishes rankings based on regulatory databases were used to cross-check the data provided. The formula Barron’s uses to rank advisors is proprietary, but the formula features three major categories of calculations: Assets, Revenue, 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 ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.
Barron’s
Barron’s – 2026 Top 1500 Financial Advisors: Pennsylvania – Rob Thomas #1
Barron’s – 2026 Top 1500 Financial Advisors: Nebraska – Jim Siemonsma #1
Barron’s – 2026 Top 1500 Financial Advisors: Oklahoma – Jana Shoulders #2
Barron’s – 2026 Top 1500 Financial Advisors: New York – Justin McCarthy #2
Barron’s – 2026 Top 1500 Financial Advisors: Arizona – Eddie Dulin #3
Barron’s – 2026 Top 1500 Financial Advisors: Kansas – Trey Barnes #3
Barron’s – 2026 Top 1500 Financial Advisors: Kansas – Jake Kern #6
Barron’s – 2026 Top 1500 Financial Advisors: Kentucky – Pamela Thompson #9
Barron’s – 2025 Top Mega Registered Investment Advisory Firms – Mariner #6
Barron’s – 2025 Top 100 Women Financial Advisors – Jana Shoulders #53
Barron’s – 2025 Top 1200 Financial Advisors: Pennsylvania – Rob Thomas #1
Barron’s – 2025 Top 1200 Financial Advisors: Oklahoma – Jana Shoulders #2
Barron’s – 2025 Top 1200 Financial Advisors: Kansas – Trey Barnes #3
Barron’s – 2025 Top 1200 Financial Advisors: New York – Justin McCarthy #3
Barron’s – 2025 Top 1200 Financial Advisors: Kansas – Jake Kern #6
Barron’s – 2025 Top 1200 Financial Advisors: Kentucky – Pamela Thompson #10
Barron’s – 2024 Top 100 Registered Investment Advisory Firms – Mariner Wealth Advisors #4
Barron’s – 2024 Top 100 Women Financial Advisors – Jana Shoulders #49
Barron’s – 2024 Top 1200 Financial Advisors: Nebraska – Jim Siemonsma #1
Barron’s – 2024 Top 1200 Financial Advisors: Ohio – Valerie Newell #1
Barron’s – 2024 Top 1200 Financial Advisors: Pennsylvania – Rob Thomas #1
Barron’s – 2024 Top 1200 Financial Advisors: Kansas – Trey Barnes #2
Barron’s – 2024 Top 1200 Financial Advisors: Oklahoma – Jana Shoulders #3
Barron’s – 2024 Top 1200 Financial Advisors: New York – Justin McCarthy #3
Barron’s – 2024 Top 1200 Financial Advisors: Arizona – Eddie Dulin #4
Barron’s – 2024 Top 1200 Financial Advisors: Kansas – Jake Kern #5
Barron’s – 2024 Top 1200 Financial Advisors: Kentucky – Pamela Thompson #7
Barron’s – 2023 Top 100 Registered Investment Advisory Firms – Mariner Wealth Advisors #4
Barron’s – 2023 Top 100 Women Financial Advisors – Jana Shoulders #90
Barron’s – 2023 Top 100 Women Financial Advisors – Valerie Newell #2
Barron’s – 2023 Top 100 Independent Wealth Advisors – Valerie Newell #3
Barron’s – 2023 Top 1200 Financial Advisors: Nebraska – Jim Siemonsma #1
Barron’s – 2023 Top 1200 Financial Advisors: Ohio – Valerie Newell #1
Barron’s – 2023 Top 1200 Financial Advisors: Pennsylvania – Rob Thomas #1
Barron’s – 2023 Top 1200 Financial Advisors: Kansas – Trey Barnes #3
Barron’s – 2023 Top 1200 Financial Advisors: Kansas – Jake Kern #5
Barron’s – 2023 Top 1200 Financial Advisors: Oklahoma – Jana Shoulders #5
Barron’s – 2023 Top 1200 Financial Advisors: Arizona – Eddie Dulin #7
Barron’s – 2023 Top 1200 Financial Advisors: Kentucky – Pamela Thompson #12
Barron’s – 2023 Top 1200 Financial Advisors: New York – Justin McCarthy #21
Barron’s – 2022 Top 100 Registered Investment Advisory Firms – Mariner Wealth Advisors #5
Barron’s – 2022 Top 100 Women Financial Advisors – Jana Shoulders #58
Barron’s – 2022 Top 100 Women Financial Advisors – Valerie Newell #5
Barron’s – 2022 Top 1200 Financial Advisors: Ohio – Valerie Newell #1
Barron’s – 2022 Top 1200 Financial Advisors: Nebraska – Jim Siemonsma #1
Barron’s – 2022 Top 1200 Financial Advisors: Pennsylvania – Rob Thomas #2
Barron’s – 2022 Top 1200 Financial Advisors: Oklahoma – Jana Shoulders #6
Barron’s – 2022 Top 1200 Financial Advisors: Kansas – Trey Barnes #6
Barron’s – 2022 Top 1200 Financial Advisors: Arizona – Eddie Dulin #19
Barron’s – 2022 Top 1200 Financial Advisors: New York – Justin McCarthy #30
Barron’s – 2022 Top 100 Independent Wealth Advisors – Valerie Newell #4
Barron’s – 2021 Top 100 Registered Investment Advisory Firms – Mariner Wealth Advisors #5
Barron’s – 2021 Top 100 Women Financial Advisors – Jana Shoulders #58
Barron’s – 2021 Top 100 Women Financial Advisors – Valerie Newell #5
Barron’s – 2021 Top 100 Independent Wealth Advisors – Valerie Newell #11
Barron’s – 2021 Top Advisor: Ohio – Valerie Newell #1
Barron’s – 2021 Top Advisor: Pennsylvania – Rob Thomas #1
Barron’s – 2021 Top Advisor: Kansas – Trey Barnes #3
Barron’s – 2021 Top Advisor: Oklahoma – Jana Shoulders #6
Barron’s – 2021 Top Advisor: Nebraska – Jim Siemonsma #3
Barron’s – 2021 Top Advisor: New York – Justin McCarthy #49
Barron’s – 2020 Top 100 Registered Investment Advisory Firms – Mariner Wealth Advisors #5
Barron’s – 2020 Top 100 Independent Wealth Advisors – Valerie Newell #10
Barron’s – 2020 Top 100 Women Financial Advisors – Valerie Newell #4
Barron’s – 2020 Top 100 Women Financial Advisors – Jana Shoulders #57
Barron’s – 2020 Top Advisor: Pennsylvania – Rob Thomas #3
Barron’s – 2020 Top Advisor: Ohio – Valerie Newell #1
Barron’s – 2020 Top Advisor: Oklahoma – Jana Shoulders #6
Barron’s – 2020 Top Advisor: Kansas – Trey Barnes #5
Barron’s – 2020 Top Advisor: Nebraska – Jim Siemonsma #6
Barron’s – 2020 Top Advisor: New York – Justin McCarthy #93
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 Advisor: Ohio – Valerie Newell #1
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 – 2018 Top Advisor: Ohio – Valerie Newell #1
Barron’s – 2018 Top 100 Women Financial Advisors – Valerie Newell #3
Barron’s – 2018 Top 100 Women Financial Advisors – Jana Shoulders #78
Barron’s – 2017 Top 20 Independent Advisory Firm – Mariner Holdings #2
Barron’s – 2017 Top Advisor: Ohio – Valerie Newell #1
Barron’s – 2017 Top 100 Women Financial Advisors – Valerie Newell #4
Barron’s – 2016 Top 20 Independent Advisory Firm – Mariner Holdings #1
Barron’s – 2016 Top Advisor: Ohio – Valerie Newell #1
Barron’s – 2016 Top 100 Women Financial Advisors – Valerie Newell #4