Mariner is a privately held wealth management firm founded in 2006, offering tax, estate, trust, insurance, investment banking and valuation services from 100+ US locations.
Mariner, formally Mariner Wealth Advisors, is a privately held financial services firm founded in 2006. It provides integrated wealth management to individuals and businesses, bringing tax planning, estate planning, trust services, insurance solutions, investment banking, valuation advisory and investment management under one roof. The firm advises on more than $577 billion in assets and operates from over 100 locations across the United States.
The integrated model is central to how the firm works: clients are served through a single relationship rather than a series of separate providers, with services tailored to their circumstances. Mariner's clients include executives, professional athletes, dental professionals and business owners, among others. In Barron's 2025 ranking the firm placed sixth among Mega RIAs, and it appeared in the top five of the Barron's Top 100 RIAs from 2016 to 2024.
Mariner was established by eight founding members and remains privately held. Its stated belief is that wealth management should put people first, and its mission is to positively impact the lives of many beyond client service. That mission is carried out in part through the Mariner Foundation, which has donated more than $10 million to charitable causes.
