OVERLAND PARK, KSCRD 305418Latest ADV March 27, 2026
Mariner Independent 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 $7.3B in regulatory assets under management, 161 employees, 55 offices, and 14,426 accounts.
Assets Under Management
$7.3B
Employees
161
Offices
55 offices
Total Clients
4,307
Primary office
OVERLAND PARK, KS
5700 WEST 112TH STREET, SUITE 500, OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 62.4% of total clients.
Top client categories% of clientsClients
1
Individuals
62.4%
2,686
2
HNWI
36.6%
1,575
3
Corporations
1.1%
46
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.3Bas of March 27, 2026
Discretionary90.5%
$6.6B
90% of total RAUM90.5%
Non-discretionary9.5%
$700M
10% of total RAUM9.5%
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$7.3B
Total Accounts14,426
10Y AUM Change+$7.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees161
Clients per Employee27:1
10Y Employee Change+161
* 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.