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MARINER INSTITUTIONAL, LLC

WINTER PARK, FL · CRD 111964 · IAPD ↗ · marinerwealthadvisors.com · 844-442-6326

$2.82BRegulatory AUM
148Advisory reps
148Employees
891Clients
n/aPlanning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MARINER INSTITUTIONAL, LLC added office(s): 7 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — MARINER INSTITUTIONAL, LLC grew from 113 to 148 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2026 — MARINER INSTITUTIONAL, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — MARINER INSTITUTIONAL, LLC crossed $1B in regulatory AUM ($976.6M -> $2.54B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2025 — MARINER INSTITUTIONAL, LLC grew from 89 to 113 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
November 2024 — MARINER INSTITUTIONAL, LLC notice-filed in AZ, KS, MO, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — MARINER INSTITUTIONAL, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — MARINER INSTITUTIONAL, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
May 2024 — ANDCO CONSULTING is now doing business as MARINER INSTITUTIONAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2024 — ANDCO CONSULTING reported RAUM up 36% ($718.8M -> $976.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.