OVERLAND PARK, KSCRD 140195Latest ADV March 27, 2026
Mariner Wealth is an SEC registered investment adviser organized as a limited liability company founded in 2006 with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 27, 2026, reports $125.4B in regulatory assets under management, 1,889 employees, 130 offices, and 186,791 accounts.
Assets Under Management
$125.4B
Employees
1,889
Offices
130 offices
Total Clients
55,512
Primary office
OVERLAND PARK, KS
5700 W. 112TH STREET, SUITE 500, OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 58.1% of total clients.
Top client categories% of clientsClients
1
Individuals
58.1%
32,261
2
HNWI
40.2%
22,322
3
Pension Plans
0.8%
458
4
Corporations
0.5%
257
5
Charitable
0.3%
145
Additional categories (<0.1%)
Other Advisers6 clients
Insurance Cos.<5 clients
Pooled Investment Vehicles<5 clients
Government<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125.4Bas of March 27, 2026
Discretionary98.2%
$123.2B
98% of total RAUM98.2%
Non-discretionary1.8%
$2.2B
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$125.4B
Total Accounts186,791
10Y AUM Change+$124.5B (+13894.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,889
Clients per Employee29:1
10Y Employee Change+1,749 (+1249.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.