Your retirement roadmap starts here.
The Retirement Roadmap: A Strategic Guide for High-Net-Worth Individuals is built for the questions that matter most—income approaches, asset protection, legacy planning and more. When you’re ready for a retirement plan as ambitious as your goals, this is where to start.
Why Mariner?
Your wealth deserves a coordinated approach. At Mariner, your advisor works alongside in-house specialists in wealth planning, investment management, tax planning and preparation, estate planning, trust services and insurance solutions—so every part of your financial life moves in the same direction.
Your guide for every mile ahead.
Navigating retirement choices can feel complex. The Retirement Roadmap outlines the essential elements, potential obstacles and pivotal decisions to help you plan with confidence.
Interested in working
with a top-ranked advisor?
Barron’s has ranked our firm #6 Mega RIA in 2025 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.
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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.