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Firm profile

Mariner Wealth

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

7 roles identified
CEOMartin C. Bicknell
CCOAnne J. Dorian
CFOJeffrey A. Poe

Advisory services offered

9 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.