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MARINER INDEPENDENT ADVISOR NETWORK, LLC

5700 W 112th Street
Suite 500
Overland Park, Kansas 66211
Tel: 650-571-1934

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About MARINER INDEPENDENT ADVISOR NETWORK, LLC

MARINER INDEPENDENT ADVISOR NETWORK, LLC, formally registered with the SEC as MARINER INDEPENDENT ADVISOR NETWORK, LLC. The firm was established in 06/08/2016. They have over 95 offices throughout the country.

MARINER INDEPENDENT ADVISOR NETWORK, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $6,257,201,836 assets under management, offering retirement planning & investment advisory services to 24608 clients. The firm is staffed with 237 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283824
SEC#801-107913
Assets Managed by Firm$6,257,201,836
No. of Clients24608
No. of Advisors237

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total24608$6,257,201,836
Individuals (other than high net worth individuals)23045$3,630,092,085
High net worth individuals1114$2,251,823,266
Pension and profit sharing plans284$142,671,673
Charitable organizations73$141,808,064
Corporations or other businesses92$90,806,748

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CREATIVE PLANNING
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ONEDIGITAL INVESTMENT ADVISORS
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Overland Park, KS, 66210
$89,148,595,82425199550
MARINER WEALTH ADVISORS
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$65,874,566,2381124651465
AE WEALTH MANAGEMENT, LLC
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$21,800,698,476177044571
PALMER SQUARE CAPITAL MANAGEMENT LLC
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Mission Woods, KS, 66205
$20,767,599,39714848

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