A complete list of active advisors currently associated with Mariner Advisor Network

Warmer can help you find a great advisor at Mariner Advisor Network or one who fits your needs even better.

Mariner Advisor Network serves a broad mix of clients — individuals (including high-net-worth), corporations, trusts, charitable organizations, and retirement plans — through a decentralized network of 163 investment adviser representatives. The firm offers investment advisory and portfolio management, financial planning and consulting, retirement-plan consulting, and access to third‑party managers, model portfolios and TAMPs. The Network’s IARs operate with day‑to‑day discretion under firm oversight, using firm‑constructed model portfolios, custom discretionary programs, and multiple custodial platforms (including LPL, Schwab, and Fidelity) to implement asset allocation, rebalancing, and tax‑aware strategies. IARs also combine in‑house resources with third‑party managers and digital programs (including algorithmic model options) to tailor portfolios to client objectives and constraints. Compared with many peers, the firm is affiliated with institutional retirement‑plan capabilities and pension consulting resources — it provides limited‑scope 3(21) fiduciary consulting for plans and can refer plan business to its Mariner Institutional affiliate for management. It also offers a relatively wide set of more specialized investment solutions for an enterprise adviser, such as access to private funds and alternative platforms (CAIS, LPL Alts Connect), structured‑note and variable‑prepaid‑forward strategies, and options and direct‑indexing programs.

To learn more about the advisors currently working at Mariner Advisor Network, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.