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Firm profile

Mariner Advisor Network

OVERLAND PARK, KSCRD 283824Latest ADV May 26, 2026

Mariner Advisor Network is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 27, 2026, reports $9.6B in regulatory assets under management, 174 employees, 97 offices, and 27,362 accounts.

Assets Under Management
$9.6B
Employees
174
Offices
97 offices
Total Clients
16,241
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

5 roles identified
CEOMartin C. Bicknell
CCOJames A. Hooks
CFOJeffrey A. Poe

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 85.6% of total clients.
Top client categories% of clientsClients
1
Individuals
85.6%
13,898
2
HNWI
13.6%
2,202
3
Corporations
0.5%
84
4
Charitable
0.3%
54
Additional categories (<0.1%)
Pension Plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$9.6Bas of May 26, 2026
Discretionary100.0%
$9.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$9.6B
Total Accounts27,362
10Y AUM Change+$7.3B (+321.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees174
Clients per Employee93:1
10Y Employee Change-43 (-19.8%)

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.