OVERLAND PARK, KSCRD 283824Latest ADV March 27, 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
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 March 27, 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%)
* 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.