Mariner
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mariner Managed Account Solutions (MMAS) provides fee‑based discretionary and non‑discretionary portfolio management and wrap‑fee program services to individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, trusts, foundations, closely held and family businesses, and professional and non‑professional athletes. The firm implements portfolios that primarily use ETFs, ETNs, index funds, mutual funds, bond funds and individual fixed‑income securities, and it may incorporate independent managers where appropriate.
MMAS works with each client under a written Investment Policy Statement and offers model portfolios that span conservative to aggressive risk profiles, emphasizing asset allocation, downside protection, and active management of passive investments to control risk and dampen volatility. The firm operates under a co‑advisory arrangement with MML Investor Services (MMLIS), where MMLIS handles the initial and ongoing client relationship and suitability determinations while MMAS manages assets consistent with the signed IPS, and MMAS also distributes proprietary models via third‑party platforms such as Envestnet.
Noteworthy distinctions relative to many peers include MMAS’s integration into a broader Mariner enterprise — it discloses affiliations with a trust company, broker‑dealer entities, insurance and investment banking affiliates, and other registered advisers and fund sponsors — and its scale on a small advisor team (roughly $2.7 billion in discretionary AUM and about 3,500 clients served by six advisors). The firm is a wrap program sponsor, participates on multiple custody and model platforms, and discloses related‑party referral and product‑access arrangements that clients should consider when evaluating recommendations.
Client services
Expertise
Occupation focus
Fee options
Negotiable, up to 1.85% annually (185 basis points)
Main office
5700 West 112th Street, Suite 500
Overland Park KS 66211, United States
Most active in
Alaska · Arizona · California · Connecticut · District of Columbia · Florida · Georgia · Illinois · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Missouri · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington
Also doing business as
Baystate Wealth Management · Baystate Wealth Management LLC · Mariner · Mariner Managed Account Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Joshua P
CFP®, Series 63, Series 66
Boston, MA
Mariner
Joshua Pierce is a CFP® with 22 years of industry experience currently working at Mariner Managed Account Solutions, LLC. His prior experience includes roles at Baystate Wealth Management, MML Investors Services, LLC, and MetLife Securities Inc. He is based in Boston, MA and holds Series 63 and Series 66 licenses. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to individuals, corporate pension plans, trusts, foundations, and various business clients. The firm focuses on portfolios utilizing ETFs, index funds, and fixed-income securities within a structured Investment Policy Statement framework, emphasizing asset allocation and risk management.
Andy M
CFA®, Series 66
Boston, MA
Mariner
Andy Mai is a CFA® charterholder with 11 years of industry experience. He is currently with Mariner Managed Account Solutions, where he has worked since 2024. His prior experience includes roles at Baystate Wealth Management and Mass Mutual Investors Services. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to a diverse client base, including individuals, corporate pension plans, trusts, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within a structured Investment Policy Statement.
John C
CFA®, Series 63, Series 65
Boston, MA
Mariner
John Cogswell Jr. is a CFA® charterholder with 30 years of experience in financial advisory. He is currently with Mariner Managed Account Solutions, where he has worked since 2024. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc., and Baystate Wealth Management. Mariner Managed Account Solutions provides fee-based portfolio management and wrap-fee program services to individuals, corporate plans, trusts, foundations, family businesses, and athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments across a range of risk profiles.
Justin B
Series 65
Boston, MA
Mariner
Justin Brown is a Series 65-licensed financial advisor with Mariner Wealth Advisors in Boston, MA, where he has worked since 2024. He has two years of industry experience, all with Mariner. Mariner Managed Account Solutions provides discretionary and non-discretionary portfolio management and wrap-fee program services to a diverse client base, including high-net-worth individuals, corporate pension plans, trusts, foundations, family businesses, and professional athletes. The firm uses a range of investment vehicles such as ETFs, index funds, and fixed-income securities, emphasizing asset allocation and risk management within customized Investment Policy Statements.
Stuart L
CFA®, Series 66
Boston, MA
Mariner
Stuart Long is a CFA® charterholder with 20 years of industry experience. He is currently with Mariner Managed Account Solutions, LLC and has previously worked at Mass Mutual Investors Services, MetLife Securities Inc., and Baystate Wealth Management. Mariner Managed Account Solutions provides fee-based portfolio management and wrap-fee program services to a diverse client base, including individuals, corporate plans, trusts, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within client-specific Investment Policy Statements.
Ethan S
CFA®, Series 66
Boston, MA
Mariner
Ethan Somers is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He is currently with Mariner Managed Account Solutions, LLC, where he has worked since 2024. His prior experience includes roles at Baystate Wealth Management and Mass Mutual Investors Services. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee services to individuals, corporate plans, trusts, foundations, family businesses, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within customized investment policy statements.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)