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Mariner Wealth Advisors

EST. AUM
$125,408,489,288

CONTACTS
104

CLIENT ACCOUNTS
186,791

Firm Details

Metro area Kansas City
CRD Number 140195
Website marinerwealthadvisors.com
Client types

Overview

When the privately held national advisory firm was founded in 2006, its top priority was to keep the client at the center of everything it does, and that mission continues today under CEO Marty Bicknell's leadership. The firm has built itself around what its clients need. It began by offering wealth planning resources and then added services from tax planning to insurance, all under one roof. The firm believes this integrated approach to wealth management helps simplify its clients' lives. The firm continues to acquire firms, including Goldfinch Wealth Management with $221 million AUM in Greenville, SC. AndCo Consulting has entered into a purchase agreement with Mariner, with an anticipated close date of April 2, 2024. Mariner acquired Taurus for $1.4 billion in AUA, finalizing the deal on May 31, 2025.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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