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MARINER

OVERLAND PARK, KS · CRD 140195 · IAPD ↗ · mistercarwash.marinerwealthadvisors.com · 913-904-5700

$125.41BRegulatory AUM
933Advisory reps
1889Employees
216Clients
More than 500Planning clients
2Private funds
53States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MARINER added office(s): 115 -> 130 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — MARINER WEALTH is now doing business as MARINER.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
April 2026 — MARINER reported RAUM up 27% ($98.60B -> $125.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — MARINER grew from 803 to 933 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — MARINER WEALTH added office(s): 68 -> 115 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — MARINER WEALTH grew from 709 to 803 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — MARINER WEALTH ADVISORS is now doing business as MARINER WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
April 2024 — MARINER WEALTH grew from 646 to 709 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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