Mariner - Investment Advisers

About Mariner

Mariner is an investment adviser headquartered in Overland Park, Kansas that manages $125.41 billion in regulatory assets for a diverse clientele of high-net-worth individuals, business owners, and corporate executives. The firm maintains a professional staff of 1,889 employees. The firm delivers comprehensive financial services including wealth management and investment advisory, insurance recommendations, estate planning and trust administration, and tax compliance and planning. Mariner's approach begins with understanding each client's unique goals, values, and circumstances, then developing customized financial strategies designed to adapt as needs and situations evolve. By coordinating across its in-house professional teams, the firm provides integrated guidance spanning all major financial planning areas, with the objective of creating lasting value throughout clients' lifetimes and preserving wealth across future generations.

Key Facts

Assets Under Management

$125.41B

Employees

1,889

SEC File Number

801-66632