Alamo, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mariner
Enterprise
Firm-wide stats for Mariner
Clients per advisor
55 TypicalAvg AUM per client
$2,116,909 Very HighHNW client ratio
41% Very HighAbout
Mariner serves a broad mix of clients — individuals (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and private funds — through investment management, financial planning and reporting, retirement plan consulting, and access to pooled vehicles and third‑party managers. The firm also offers coordinated tax services, Core Family Office (CFO) services and employer financial‑wellness tools in addition to traditional portfolio management.
The firm generally implements discretionary, customized portfolios overseen by an Investment Committee and supported by an internal portfolio management team, combining in‑house research with allocations to third‑party managers and platforms (including CAIS access and SEI sub‑advised models). Its strategies span equity and fixed income mandates as well as alternatives, structured notes, options, direct indexing and digital assets, and it provides ERISA 3(38) retirement plan solutions such as the Pathway DC program.
What is less common for a firm of this enterprise scale is the depth of tax and accounting integration: Mariner maintains CPAs and enrolled agents, provides stand‑alone and coordinated tax compliance, planning and preparation, and is affiliated with a specialty tax services entity. The brochure also highlights administrative CFO capabilities (including bill payment and platform administrator authority) and a Financial Wellness Platform for employer clients — operational offerings that are relatively atypical among large advisory enterprises.
Based on Mariner
Expertise
Based on Mariner
Location
3201 Danville Boulevard, Suite 155
Alamo CA 94507
Advisors at this office
2
Advisors at this office
Kelly T
Series 63
Alamo, CA
Mariner
Kelly Trevethan is a financial advisor at Mariner Wealth Advisors with 40 years of industry experience and holds a Series 63 license. His prior experience includes positions at firms such as United Capital Financial Advisers, Cetera Advisor Networks, Girard Securities, and Oppenheimer. Outside of his advisory work, Trevethan is a passive investor in a Napa Valley winery and serves on the board of the Olympic Club Foundation, a nonprofit organization focused on awarding grants to support at-risk youth in the San Francisco Bay area. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and supported by both internal research and third-party managers, with additional capabilities in tax integration and financial wellness services.
Benjamin A
CFP®, Series 66
Alamo, CA
Mariner
Benjamin Agron is a CFP® with 15 years of industry experience. He is currently an advisor at Mariner Wealth Advisors and has held roles at several firms, including Capital Advantage, Inc., LPL Financial, and Wells Fargo Investments. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside customized portfolio management.
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