Mariner Wealth

Overview

Mariner Wealth is an SEC registered investment adviser based in Overland Park, KS, registered since 2006. It reports $125B in assets under management across 186,791 accounts, with 1,889 employees. It has 986 investment adviser representatives.

Reported AUM

$125B

Discretionary

98%

Accounts

186,791

Average account

$671K

Employees

1,889

Advisory reps

986

Registered since

2006

Jurisdictions

53

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 7

• Martin Christopher Bicknell Chief Executive Officer CRD 2007121
• Anne Jenelle Dorian Senior Vice President, General Counsel, Chief Compliance Officer CRD 5736231
• Bradley Duane Rollins Deputy Chief Investment Officer CRD 5546873

4 more executive officers, with direct contact details

Advisory reps 3 of 986

• Robert Joseph Abraham II Investment Adviser Rep CRD 6894531
• Jarrett Chase Adam Investment Adviser Rep CRD 8039304
• John Barron Adams Investment Adviser Rep CRD 4743813

983 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5700 W 112th St Ste 500
Overland Park, KS 66211

County

Johnson

Metro area

Kansas City, MO-KS

Region

Midwest

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: mistercarwash.marinerwealthadvisors.com

Every state, with registration dates

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