MARINER WEALTH ADVISORS
Company Profile
| AUM* | 125,408,489,288 55% |
| of that, discretionary | 123,188,072,311 64% |
| Private Fund GAV* | 11,360,559 -53% |
| Avg Account Size | 671,384 19% |
| High Net Worth | 40.21% 9% |
| SMA’s | Yes |
| Private Funds | 2 2 |
Adviser Type
- Related adviser
Number of Employees 1,954 27%
of those in investment advisory functions 998 34%
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Disclosure Reporting
| 11.D(2) | Other regulator found violation |
| 11.D(4) | Other regulator order (past 10 yrs) |
Recent News
Reported AUM
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date09/25/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY, LLP | Filing Date11/19/2024 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY, LLP | Filing Date12/21/2023 | Form ADV-E View Report |
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypePrivate Equity Fund | Count2 | GAV$11,360,559 |