Product name...
Listing name...

Search by letter:

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 
Select a state


Adding your company to the RIABiz Directory is simple and quick.


$ 950/year



Add Your Listing


(360) 647-2842

(360) 714-8662

Company info:

RIA department info:


  • 637 FTEs
  • Founded in 2006


What is the service or product you offer to RIAs?

We offer RIAs the freedom to focus on serving their clients, with the peace of mind of knowing that all other aspects of their business are cared for. When advisors join Mariner Wealth Advisors, they are supported by dedicated resources and diverse expertise to help their clients achieve their long-term objectives.

Advisory Solutions

Experienced professionals are standing by to support advisors in the areas of tax advice and preparation, estate planning and wealth transfer, retirement plans, risk management, business valuation and forensic accounting, and more. Offering this level of support is a differentiator for our firm, and it allows our advisors to focus on managing client relationships, with the confidence of knowing they have dedicated support to help clients navigate a wide range of challenges.

Back-Office Support

How much time to you currently spend cultivating new prospects, staying up-to-date on new tax laws, estate planning issues and risk management, interviewing job candidates and solving personnel issues, ensuring your practice remains compliant, coming up with ways to market your practice? Probably a lot.

At Mariner Wealth Advisors, we support advisors in all non-core functions so they are able to spend 100% of their time helping clients achieve their financial goals. This support includes the following functions:

• Human resources

• Operations

• Information technology

• Finance

• Marketing

• Legal

• Compliance

Dedicated Business Development

In addition to advisory solutions and back-office support, Mariner Wealth Advisors employs a dedicated business development team. These professionals solely focus on bringing in new clients and matching them with the advisor who best meets their needs. Your ONLY job is providing advice and retaining clients.

How do you differentiate your offering from competitors?

Our guiding principles are what differentiate us from our competitors. Client First. Associate Second. Shareholder Last. It’s not just a saying, it’s the driving force behind all of our decisions, from our organizational structure, to our office workspaces, to our various locations. We put the client first in all we do, understanding that to be able to do so, we must take care of our associates. From there, our firm is in a position to be successful.

What else would you like to say about your business?

For additional information, visit or

Click here for recent press about Mariner Wealth Advisors.

Related listings:

No listings available

Related articles:

With an eye to cast-aside prospects, Marty Bicknell and Shirl Penney combine to launch 1099 platform with ambitions to surpass Mariner Wealth as soon as 2025

Into a crowded field of IAR servicers, the Mariner Holdings CEO is relying on his peer at Dynasty Financial Partners to deliver its famed one-stop desktop for breakaway brokers who seek simplicity and familiarity

Marty Bicknell takes a machete to Montage, Mariner Holdings and FirstPoint and carves out a $25-billion RIA and near $1 billion of capital

The Mariner Wealth CEO made a massive contrarian bet in 2009 on asset managers, cashed out fully this fall -- and knows just where he's headed

Marty Bicknell-led Shark Tank-style contest chooses to back super-ambitious RIA-automation startup, but his $25-billion RIA'll keep Orion for now

ScratchWorks picked Jacqueline Ko Matthews' InvestmentPod to improve advisor productivity by 60% but it's still just 'potential,' says Bicknell; Good potential

An RIABiz advertising exec derives hard meanings from soft comments made by big shots at MarketCounsel Summit

Post-TD Tom Bradley, post-refinanced Elliot Weissbluth, post-divorce David Bach and Ric Edelman, post-protocol Shirl Penney and post-windfall Marty Bicknell were among execs who tipped their hands and hearts about where they are headed

After Brian Hamburger scores Greg Fleming, Tom Bradley, Elliot Weissbluth and other A-list whoppers, MarketCounsel Summit fees will rise

Speakers fresh off making RIA headlines, including ex-Morgan Stanley president who is launching Rockefeller-backed RIA, will address uncomfortable issues, which sends demand up; $1,000 tickets til Monday

Registered marketing contacts can edit the listing's content and billing information. Enter the email address of a marketing contact that is registered to your organization and they will be sent an email with instructions to edit this listing.