Mariner Wealth
Mariner Wealth (CRD# 140195) is a financial advisory firm headquartered in Overland Park, KS. They manage $81,106,925,484 in 132,567 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management81,107MILLION
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Anthony Roberts (CRD# 5652644) is an Investment Advisor Representative working at Mariner Wealth in Cincinnati, OH and has 1 year of experience in the finance industry.
Bradley Rollins (CRD# 5546873) is an Investment Advisor Representative working at Mariner Wealth in Tulsa, OK and has over 15 years of experience in the finance industry.
Lawrence Rosa (CRD# 6835573) is an Investment Advisor Representative working at Mariner Wealth in New York, NY and has over 6 years of experience in the finance industry.
Richard Rosenberg (CRD# 4619434) is an Investment Advisor Representative working at Mariner Wealth in New York, NY and has 1 year of experience in the finance industry.
Angelyn Rosson (CRD# 2834231) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 16 years of experience in the finance industry.
Alisa Roth (CRD# 2153484) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 32 years of experience in the finance industry.
Rosario Ruffino (CRD# 4355715) is an Investment Advisor Representative working at Mariner Wealth in New York, NY and has 1 year of experience in the finance industry.
Daniel Ruiz (CRD# 5823083) is an Investment Advisor Representative working at Mariner Wealth in Bellevue, WA and has over 9 years of experience in the finance industry.
Marc Russell (CRD# 5020992) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.
Marc co-founded AdvicePeriod in 2013 after serving as a Managing Director at Convergent Wealth Advisors. He believes that clients are best served by an advisor who truly integrates all facets of their financial lives including investment strategy, cash flow planning, taxes (estate, gift, and income), philanthropy, and family governance.
Marc graduated cum laude from Amherst College and obtained an MBA from the Wharton School at the University of Penn. He also holds the Charted Financial Analyst designation and is a member of the CFA Society of Los Angeles.
Leigh Russo (CRD# 4923157) is an Investment Advisor Representative working at Mariner Wealth in Chatham, NJ and has over 6 years of experience in the finance industry.