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MARINER WEALTH ADVISORS

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

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About MARINER WEALTH ADVISORS

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

MARINER WEALTH ADVISORS is a Overland Park, Kansas based Financial Planning firm with nearly $65,874,566,238 assets under management, offering retirement planning & investment advisory services to 112465 clients. The firm is staffed with 1465 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#140195
SEC#801-66632
Assets Managed by Firm$65,874,566,238
No. of Clients112465
No. of Advisors1465

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total112465$65,874,566,238
Individuals (other than high net worth individuals)23130$7,100,846,227
High net worth individuals12353$46,469,198,814
Pension and profit sharing plans445$3,639,377,765
Charitable organizations128$430,397,653
Other investment advisers2$150,206,669
Corporations or other businesses214$451,505,096

More Retirement Planning firms in Overland Park, Kansas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CREATIVE PLANNING
5454 W. 110th Street
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$155,328,127,6252224741165
ONEDIGITAL INVESTMENT ADVISORS
11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$89,148,595,82425199550
AE WEALTH MANAGEMENT, LLC
2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$21,800,698,476177044571
PALMER SQUARE CAPITAL MANAGEMENT LLC
1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$20,767,599,39714848
PRIME CAPITAL INVESTMENT ADVISORS, LLC
6201 College Blvd., Suite #150
Overland Park, KS, 66211
$16,687,174,48321894329

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