Greenville, SC Office

Team
Updated today
Mariner logo

Mariner

Enterprise

Firm-wide stats for Mariner

Total advisors

999

Across 214 offices

Clients per advisor

55 Typical

Avg AUM per client

$2,116,909 Very High

HNW client ratio

41% Very High

About

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

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k)

Based on Mariner

Occupation focus

Founder/Business Owner Executive

Based on Mariner

Location

325 Rocky Slope Road, Suite 302

Greenville SC 29607

Advisors at this office

7

Advisors at this office

user avatar

Roy J

CFP®, Series 66

Greenville, SC

Mariner

Roy Janse is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mariner since 2023. His prior roles include 14 years with Commonwealth Financial Network and seven years with Ameriprise. Outside of his advisory work, he is a member of the Board of Trustees for the Cooperative Baptist Fellow Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party allocations, and features integrated tax and accounting services alongside operational CFO capabilities and a financial wellness platform.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Matson H

Series 66

Greenville, SC

Mariner

Matson Hutchins is a financial advisor at Mariner with 11 years of industry experience and holds a Series 66 designation. His work history includes roles at Mariner Wealth Advisors, DeHollander & Janse Financial Group, Commonwealth Financial Network, Scottrade, Inc., and Spire Contracting. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal management team and combines in-house research with third-party manager allocations.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ashton L

CFP®, ChFC®, Series 63, Series 65

Greenville, SC

Mariner

Ashton Lawrence is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Goldfinch Wealth Management and Commonwealth Financial Network. He is involved in community organizations such as the Eastside YMCA, Fall for Greenville festival, and United Way of Greenville County, and participates in the NextGen Advisory Task Force of The American College of Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon in large advisory enterprises.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jason S

CFP®, Series 63, Series 66

Greenville, SC

Mariner

Jason Skistad is a CFP® with 25 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and Charles Schwab, with additional long-term involvement in business ventures such as Creekside Litchfield LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers with a broad range of strategies and specialized administrative capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ryan M

Series 65

Greenville, SC

Mariner

Ryan Moore is a Series 65-licensed advisor with Mariner Wealth Advisors, based in Greenville, SC. He has one year of industry experience and has previously worked at Carolinas Wealth Management and held roles in education and delivery services. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, and consulting services. The firm combines customized discretionary portfolios with tax and accounting integration, offering comprehensive wealth management solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Maxwell B

Series 65

Greenville, SC

Mariner

Maxwell Belt is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. His prior roles include positions at Langar Holdings and Baird. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and access to various pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Christopher N

CFP®, Series 63, Series 65

Greenville, SC

Mariner

Christopher Nicholson is a CFP® professional with eight years of industry experience. He is currently with Mariner and previously spent a decade at TIAA, including roles at TIAA-CREF, and worked three years at Global Financial Private Capital, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm offers customized discretionary portfolios supported by an internal management team and combines in-house research with third-party managers across a range of asset classes and strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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”)