Mariner is a privately held national wealth management firm offering integrated tax, estate, trust, insurance, investment banking and valuation services to individuals and businesses.
Mariner, formally Mariner Wealth Advisors, is a privately held national financial services firm founded in 2006. It began with eight founding members and now operates from more than 100 locations across the United States, advising on over $577 billion in assets. The firm has been ranked #6 among Mega RIAs by Barron's in 2025 and appeared in the publication's top five RIAs every year from 2016 to 2024.
The firm delivers integrated wealth management from a single roof, combining tax planning, estate planning, trust services, insurance solutions, investment banking and valuation advisory services tailored to individual and business clients. It also maintains dedicated expertise for particular client groups, among them executives, professional athletes, dental professionals and business owners.
Mariner describes its culture as built on the belief that wealth management should put people first, with a stated mission of positively impacting the lives of many. Philanthropy is conducted through the Mariner Foundation, which has donated more than $10m to charitable causes.
