A complete list of active advisors currently associated with Mariner

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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.

To learn more about the advisors currently working at Mariner, 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.