Support For Advisors

Mariner Platform Solutions offers access to a range of solutions, including an innovative technology platform, investment support, an advisor community and a dedicated relationship manager who will work with you on your growth plan.

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With dedicated, ongoing support from an experienced operations team, you can spend more time growing your wealth management practice and less time running it.

Maximize the Power of the Platform

Once you join Mariner Platform Solutions, you’ll have dedicated support across all business functions to help you maximize the power of the platform and to help ensure your business operations run smoothly. We provide a dedicated relationship manager to work with you to discuss your goals, help you maximize platform resources and leverage the best practices of top-ranked* Mariner Wealth. Plus, you can collaborate with other advisors in the network to share what’s working for you and put best practices to work.

A list of the support services for advisors.

Practice Management

Our practice management team provides tools and specialized knowledge to help you enhance the client experience.


  • Be part of a community where you can network and learn best practices from peers, receive advisor education and access our Advisor Toolkit.
  • Work with our practice management consultants to implement a strategic growth plan.

Back-Office Support

The platform offers support across business functions including operations, billing, compliance, marketing, IT, trade execution and custodian relationship support.


Access to professionally managed model portfolios across the risk spectrum with various themes (passive, factor-based, dividend, active/passive), as well as equity, fixed income, options, direct indexing SMAs and private investments to construct diversified client portfolios.

For advisors looking for greater comprehensive investment management services, we offer the option add on scalable, flexible investment services and client service support.*


Our platform includes services such as email, Office 365 business applications, domain services, cloud content management, cybersecurity and policy oversight, plus other items such as computers, printers, phones and miscellaneous equipment can be added.


Our team of financial professionals helps advisors by creating comprehensive prospect proposals and detailed financial plans, which gives advisors more time to spend with clients.

These resources help advisors close more prospects and deliver a better offering to clients by providing unique client-centric deliverables designed to enhance the client experience and easily showcase the advisor’s value add.


From brand identity, to a digital footprint, to collateral and more, the goal of our marketing team is to set up your firm for success.

Marketing will help you build your brand, which enhances your enterprise value, so you can better retain and attract clients and grow your business. 

Regulatory Compliance

Our team supports the legal and regulatory areas of compliance including testing, associate education and risk management, integrations and licensing and registration.

Business Coaching for Financial Advisors

Our relationship management professionals are your go-to resource for everything Mariner Platform Solutions provides you.

Our relationship management professionals support our community of advisors by sharing best practices through ongoing interactions as well as one-on-one consulting to help advisors accomplish their goals.

Financial Planning Technology

A technology stack hand-selected to optimize every aspect of your practice. Selecting the right tech suite could make or break your business. We’ve done the work so you don’t have to.

We always stress, it’s one thing to have the technology but it’s another thing to leverage it effectively. We have the resources to help you do just that.

Support to Transition Your Business

As an independent advisor partnered with Mariner Platform Solutions, you’ll be surrounded by resources and support to transition your business and to help mitigate any disruption.

If you’re leaving a firm to start a new one or are ready to scale the business you have, we offer support in advance of joining Mariner Platform Solutions.

Are you ready to start a conversation?

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*Top RIA Firms: Barron’s awarded 2022, 2021, and 2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 through 2022 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. The ranking is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 - 2022). The published rankings are based on firm surveys, and the firm’s filings with the regulatory databases were used to cross-check the data provided. The formula Barron’s uses to rank advisors is proprietary. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information visit