About Mariner Platform Solutions
Mariner Platform Solutions was created to solve a need we saw in the advisory marketplace. Over the years, we have met countless advisors who are seeking a platform to best serve their clients in a fiduciary and client-first environment. Many of those same advisors have a desire to continue to build their own company, but simply lack the resources to do it all. Succession planning and continuity of their businesses aren’t yet a challenge and these firms typically are not seeking a liquidity event or an equity partner. They simply lack the resources to grow and are spending too much of their time focusing on operating their business rather than serving their clients.
By engaging with Mariner Platform Solutions, these advisors and firms benefit from:
- Alignment with a firm that has strong brand recognition, established operational processes and efficiencies, and a track record of helping our advisors grow
- Access to our advisory solutions and practice management capabilities that go beyond simple investment management
- An opportunity to build true enterprise value for their firm
- Our expertise and experience of transitioning advisors to an operating environment/platform where the advisor and their business can thrive
- Access to our investment resources and portfolio solutions
- A strong relationship built over many years with the industry’s leading custodians
Built on a Strong Foundation
Mariner Platform Solutions is built on the foundation of Mariner Wealth Advisors, which is led by Marty Bicknell, a well-known industry leader. Marty and his team grew Mariner Wealth Advisors from an initial $300MM in assets under advisement to what is now more than a $33B1 assets under advisement firm that has been ranked in the top five RIA firms by Barron’s for the last five years.2 What started in Leawood, Kansas, has grown to 40 offices, more than 600 associates and clients in all 50 states. Our focus on partnering with the right advisors, and allowing them to focus on serving their clients, has allowed us to experience impressive growth.
What Does This Mean For You?
Not only will you get access to an investment team with more than 200 combined years of experience, but you will also have access to thought leadership, value added services to help your clients meet their goals, and broad industry knowledge.
We provide a client-first culture in all that we do, making it easier for you to focus on serving your clients.
An Introduction to Mariner Platform Solutions
1As of 12/31/19
2Barron’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.
Barron’s also publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,200, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has these major components: assets managed, revenue produced, quality of practice, technology spending, staff diversity and succession planning. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. For additional information visit www.barrons.com
MPS is wholly owned by Mariner Wealth Advisors, LLC which wholly owns Mariner, LLC dba Mariner Wealth Advisors, a registered investment adviser and affiliate of MPS. Reference included to assets under advisement, Barron’s rankings and investment committee experience represents information for the advisory entity and not Mariner Wealth Advisors, LLC directly.