Mariner, established in 2006 with eight founding members, is a national financial services firm based in the United States that provides integrated wealth management.
The firm advises on assets exceeding $577 billion, ranking #6 in Barron's Mega RIA Ranking for 2025 and consistently placing in the top five of the Top 100 RIAs from 2016 to 2024.
Its technical domains include tax planning, estate planning, trust services, insurance solutions, investment banking, and valuation advisory.
Mariner operates with a people-first philosophy and engages in community support, with the Mariner Foundation donating over $10 million to charitable causes.
