Why Choose Us?Freedom to Design Your Business Your Way
If you’re ready to grow your business your way, we can help. We built a platform that offers you customized, innovative technology, business infrastructure, advisory solutions, like tax, and support from tenured professionals across business functions, so you can focus on what
matters—elevating your business, brand and enterprise value.
Who Typically Uses the Platform?
Mariner Platform Solutions is typically used by advisors or a team of advisors who are entrepreneurial and are seeking to break away from their current firm, or who have started a firm but need additional resources and support. It’s also for registered investment advisory firms who are looking to outsource day-to-day operations.
Build & Scale Your Business
The platform gives advisors looking for freedom, control and flexibility the ability to design their own firm. We can help advisors seeking support, technology, a community of advisors and solutions to help them build and scale on their timeline.
Create Enterprise Value
For advisors who don’t want to invest significant resources to build operational capabilities or become a vendor manager, this platform takes care of that so they can focus on creating their own brand and increasing enterprise value.
Leveraging the best practices of top-ranked Mariner Wealth Advisors for advisor support, we help advisors grow their practices, especially as the industry evolves. Mariner Platform Solutions advisors have access to our tenured, in-house teams across departments, including tax, trust services, compliance, IT and marketing. We also provide resources, such as a dedicated relationship manager, who will work with you on growth strategies. With access to these teams and resources, the platform is designed to free up the time you spend running and scaling your practice to allow you to better serve clients, increase your client offering and differentiate your practice from competitors.
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.
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