Overview
- Headquarters
- Overland Park, KS
- Total Firm Assets
- $125.4 billion
- Average High-Net-Worth Client Portfolio Size
- $4.7 million
- Stated Minimum Account Size
- $100,000
Recent Rankings
Barron's 2025:
Mega 6
Barron's 2024:
Mega 4
Fee Disclosure
Source: MARINER ADV PART 2A (2026-07-17) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.80% |
| $10,000,001 | and above | 0.60% |
Stated Minimum Annual Fee: $7,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $52,500 | 1.05% |
| $10 million | $92,500 | 0.92% |
| $50 million | $332,500 | 0.66% |
| $100 million | $632,500 | 0.63% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 83.62%
- Number of High-Net-Worth Clients
- 22,322
- Total Client Accounts
- 186,791
- Discretionary Accounts
- 184,275
- Non-Discretionary Accounts
- 2,516
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 140195
- MARINER ADV PART 2A (2026-07-17) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗