MARINER WEALTH

5700 W. 112th Street
Suite 500
Overland Park, Kansas 66211
Tel: 913-904-5700

About MARINER WEALTH

MARINER WEALTH, formally registered with the SEC as MARINER WEALTH. The firm was established in 04/24/2006. They have over 69 offices throughout the country.

MARINER WEALTH is a Overland Park, Kansas based Financial Planning firm with nearly $81,106,925,484 assets under management, offering retirement planning & investment advisory services to 132567 clients. The firm is staffed with 1498 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140195
SEC#	801-66632
Assets Managed by Firm	$81,106,925,484
No. of Clients	132567
No. of Advisors	1498

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	132567	$81,106,925,484
Individuals (other than high net worth individuals)	24719	$7,689,370,371
High net worth individuals	15059	$60,751,518,677
Pension and profit sharing plans	534	$4,882,891,510
Charitable organizations	134	$509,750,790
Other investment advisers	2	$165,490,299
Corporations or other businesses	232	$496,603,428

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40
TORTOISE CAPITAL ADVISORS, L.L.C. 5901 College Boulevard, Suite 400 Overland Park, KS, 66211-1861	$6,906,161,911	359	54

Explore More Retirement Advisors in Overland Park, Kansas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.