PLATFORM DESIGN

Built by Advisors, For Advisors

Mariner Wealth Advisors CEO and President Marty Bicknell developed Mariner Platform Solutions after identifying a gap in support for independent advisors looking to grow their businesses, stay competitive and expand the wealth management services they offer clients.

Our Platform Leverages Best Practices

We believe that by creating a fee-based platform leveraging the best practices of top-ranked Mariner Wealth Advisors, that advisors with the drive to run their own businesses could access our tenured teams, resources, a robust technology stack and infrastructure, all while remaining independent.

Access to Advisory Solutions Teams

 

We know how important it is for you to be able to offer comprehensive wealth management solutions and services to help your clients achieve their goals. Through the platform, you’ll have access to in-house advisory solutions teams across tax, investments, insurance, retirement solutions, investment banking, business valuation, practice management and trust services, to expand your client offering.

Support from Teams Across Business Functions

 

From marketing to compliance, IT and more, the platform offers support across business functions designed to free up time spent on day-to-day operational tasks like IT infrastructure and compliance, so you can spend more time taking care of clients.

Control Over the Client Experience

 

Having these teams and resources in-house gives you control over managing the client experience without having to outsource services such as filing tax returns. The result is that the platform simplifies the wealth management process for you and your clients and provides a coordinated experience.

 

Barron’s awarded the 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms ranking to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020). Barron’s publishes these lists based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided to Barron’s. The listing includes the firms’ numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. Registration of an investment advisor does not imply a certain level of training or skill.

CONTACT US

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