firm profile

Mariner Advisor Network

RIA Overland Park, KS CRD 283824 Last verified October 2026

Overview

Mariner Advisor Network is an SEC registered investment adviser based in Overland Park, KS, registered since 2016. It reports $9.6B in assets under management across 27,362 accounts, with 174 employees.

Reported AUM: $9.6B
Discretionary: 100%
Accounts: 27,362
Average account: $35K
Employees: 174
Registered since: 2016
Jurisdictions: 51

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services: Financial Planning
Individuals or Small Business
Pension Consulting
Portfolio Management for Businesses or Institutional Clients
Selection of Other Advisors
Client types: Charities and Non-Profits
Corporations/Businesses
High Net Worth Individuals
Individuals
Pension/Profit Sharing Plan
Fee structure: Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

James Daniel Sullivan Managing Director CRD 2550473
James Alan Hooks Chief Compliance Officer CRD 1601278
James J Perhacs Chief Operating Officer CRD 4285685

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 51 jurisdictions
Website: brownfsg.com

Every state, with registration dates

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Tortoise Capital Advisors, L.L.C.Overland Park, KS$8.9B AUM

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