Alaris

Mariner Wealth Advisors

Overland Park, Kansas

Website:

https://www.marinerwealthadvisors.com/

140195

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Overland Park, Kansas

Website:

https://www.marinerwealthadvisors.com/

Leadership Interview

Company Details

Approximate AUM

$81,106,925,484

Fee model

Hybrid Flexible

Number of employees

1200

Custodians

Schwab

Fidelity - IWS

Raymond James

Fifth Third Bank

Merrill Lynch

Morgan Stanley

Description

We have built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Our client-first approach is carried out by our wealth advisors in offices across the country. Because our teams, including individual and business, tax planning and preparation, estate planning, trust services, investment management, personal insurance solutions, Mariner Institutional and specialized business services are in-house, we can provide clients with a coordinated, customized experience.

Locations

9635 Silverberry Cir Littleton CO 80129

1250 Jones St Unit 1801 San Francisco CA 94109

Private Residence Missoula MT

Private Residence Markle IN

Private Residence Persakie PA

Private Residence Ookala HI

Private Residence Mt Pleasant SC

Private Residence Sylvan Lake MI

9100 W Chester Towne Ctr Ste 225 West Chester OH 45069

Private Residence Crown Point IN

Private Residence Lake Forest CA

Private Residence Sioux Falls SD

Private Residence Rochester NY

Private Residence Miami FL

Private Residence Seattle WA

Private Residence Washington DC

Private Residence Delray Beach FL

Private Residence Charlotte NC

Private Residence New York NY

800 S Douglas Rd Ste 900 Miami FL 33134

Private Residence Fresno CA

99 Almaden Blvd Ste 730 San Jose CA 95113

8050 SW Pfaffle St Ste 100 Portland OR 97223

950 W Bannock St Ste 1100 Boise ID 83702

905 Harpeth Valley Pl Nashville TN 37221

9045 River Rd Ste 475 Indianapolis IN 46240

8871 Ridgeline Blvd Littleton CO 80129

8871 Ridgeline Blvd Ste 100 Littleton CO 80129

8085 Paseo Arrayan Carlsbad CA 92009

725 Chestnut Rd Sewickley PA 15143

7469 Pennsylvania Dr Amarillo TX 79119

590 Pearl St Ste 251 Eugene OR 97401

7011 Koll Center Pkwy Ste 260 Pleasanton CA 94566

7001 S Lyncrest Pl Ste 103 Sioux Falls SD 57108

7001 S Lyncrest Pl Sioux Falls SD 57108

6425 Christie Ave Ste 290 Emeryville CA 94608

5600 Tennyson Pkwy Ste 120 Plano TX 75024

601 University Ave Ste 265 Sacramento CA 95825

623 N Harbor Blvd Fullerton CA 92832

6000 Fairview Rd Ste 1200 Charlotte NC 28210

58 N Ash St Ventura CA 93001

5700 W 112th St Ste 500 Leawood KS 66211

5700 W 112th St Ste 200 Leawood KS 66211

5600 Tennyson Pkwy Plano TX 75024

5000 Ritter Rd Ste 202 Mechanicsburg PA 17055

5445 Legacy Dr Ste 160 Plano TX 75024

4851 Tamiami Trl N Ste 200 Naples FL 34103

5 Becker Farm Rd Roseland NJ 7068

5000 Birch St Ste 367 Newport Beach CA 92660

50 Main St Ste 1001 White Plains NY 10606

3900 N Causeway Blvd Ste 1200 Metairie LA 70002

5 Becker Farm Rd Ste 460 Roseland NJ 7068

4801 Olympia Park Plz Ste 3500 Louisville KY 40241

4628 Pine Mountain Rd Birmingham AL 35213

4400 W 78th St Ste 150 Minneapolis MN 55435

4509 Creedmoor Rd Ste 201 Raleigh NC 27612

4200 E Skelly Dr Ste 950 Tulsa OK 74135

410 Foulk Rd Ste 200A Wilmington DE 19803

4040 Lake Washington Blvd NE Ste 314 Kirkland WA 98033

4001 Whipple Ave NW Ste 202 Canton OH 44718

400 Northridge Rd Ste 425 Atlanta GA 30350

3707 Charlestown Rd Ste C2 New Albany IN 47150

40 Pearl St NW Ste 400 Grand Rapids MI 49503

39500 High Pointe Blvd Ste 300 Novi MI 48375

38710 Woodward Ave Ste 200 Bloomfield Hills MI 48304

38710 Woodward Ave Ste 230 Bloomfield Hills MI 48304

3477 Corporate Pkwy Ste 100 Center Valley PA 18034

366 Regency Pkwy Omaha NE 68114

325 Rocky Slope Rd Ste 302 Greenville SC 29607

21550 Oxnard St Fl 3 Woodland Hills CA 91367

312 Walnut St Ste 3200 Cincinnati OH 45202

312 Walnut St Ste 2300 Cincinnati OH 45202

245 1st St Cambridge MA 2142

300 Tamal Plz Ste 175 Corte Madera CA 94925

3001 PGA Blvd Ste 105 Palm Beach Gardens FL 33410

300 Tamal Plz Corte Madera CA 94925

3 Allied Dr Ste 303 Dedham MA 2026

245 1st St Ste 1800 Cambridge MA 2142

2425 E Camelback Rd Ste 620 Phoenix AZ 85016

2 Oakbrook Ter Villa Park IL 60181

244 Blvd of the Allies Fl 1 Pittsburgh PA 15222

240 S Pineapple Ave Ste 200 Sarasota FL 34236

240 S Pineapple Ave Ste 601 Sarasota FL 34236

2338 Scholarship Irvine CA 92612

229 E Main St Manasquan NJ 8736

227 N Loop 1604 E Ste 150 San Antonio TX 78232

224 Main St New London NH 3257

222 S Main St Fl 5 Salt Lake City UT 84101

221 1st Ave SW Ste 610 Rochester MN 55902

222 Merchandise Mart Plz Ste 212 Chicago IL 60654

2121 Avenue of Stars Ste 2400 Los Angeles CA 90067

2121 Avenue Of The Stars Los Angeles CA 90067

2121 Avenue Of The Stars Ste 2400 Los Angeles CA 90067

209 E 29th St Ste A Pittsburg KS 66762

207 NE 19th St Ste 302 McMinnville OR 97128

17770 N Pacesetter Way Ste 200 Scottsdale AZ 85255

2 Mid America Plz Ste 530 Villa Park IL 60181

2 Midamerica Plz Villa Park IL 60181

1960 E Grand Ave Ste 410 El Segundo CA 90245

170 Meeting St Ste 110 Charleston SC 29401

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Banking

Exit Planning / Investment Banking Services

Corporate Trustee Services

Tax Planning

Recent News

Mariner Buys Middle-Market M&A Advisory Shop

Mariner, a $245 billion national RIA firm, has acquired Woodbridge International, a middle-market mergers and acquisition consulting specialist firm based in New Haven, Connecticut.

Mariner Acquires Woodbridge International, Enhances M&A Advisory Capabilities

Mariner, a national wealth advisory firm, today announced its acquisition of New Haven, Conn.-based Woodbridge International, a leading middle-market mergers and acquisitions firm. This acquisition significantly bolsters Mariner's position as a comprehensive financial advisory firm, deepening its expertise in sell-side M&A advisory services.

Mariner Announces Strategic Partnership with Neuberger Berman Capital Solutions

Mariner, a leading national financial services firm, announces Neuberger Berman Capital Solutions (NB Capital Solutions) and funds managed by Neuberger Berman Private Markets (NB) have made a significant minority growth investment in the firm.

How This Team Built Itself Into One of the Largest Registered Investment Advisors

Mariner’s CEO and CIO discuss the firm’s growth formula and investment philosophy.

Mariner Buys Middle-Market M&A Advisory Shop

Mariner, a $245 billion national RIA firm, has acquired Woodbridge International, a middle-market mergers and acquisition consulting specialist firm based in New Haven, Connecticut.

Marty Bicknell buys a second M&A shop 10 years after the first • Advisor360 repeopling includes new people officer, and seven other major hires • By women, for women corporate RIA nets 10th partner

Mariner CEO is again reversing the predatory script • Some 53% of Advisor360's 15-strong senior management joined the firm in the last 12 months • LGBTQIA+-friendly corporate RIA grows AUM to $283 million, after three new partners join.

Mariner’s Corbett On The M&A Environment For Financial Advisory Firms

Kevin Corbett, Managing Director – Corporate Development & Strategy at Mariner, joined Keith Black, Managing Director of RIA Channel, to discuss deal activity for combining and acquiring advisory firms. The first half of 2024 experienced a strong volume of mergers and acquisitions activity among financial advisory firms. Corbett’s team at Mariner evaluates 100 deals per year, but only closes transactions with advisory firms deemed to be the best fit.

Serving as senior vice president of wealth management, Corbett will support partner firm initiatives

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Match confidence

N/a

video Overview

Getting started

00:53

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management