Independence.

With a team of specialized resources and support behind you.

No matter the point on your advisor journey, we’ll meet you where you’re at with the solutions and support you and your clients need.

Learn More

The right support makes all the difference.

Business owners crave the freedom that comes with charting their own course. But that freedom can present challenges. Like finding enough hours in the day to run their business while nurturing existing clients and prospecting for new ones.

You don’t have to choose between independence and support when you partner with Mariner. A top-tier national financial services firm, we give you back your time by providing access to a team of in-house advisory specialists and services along with reputable custodian and compliance support. All so you can focus on what you do best: working with clients.

Our service model

We provide independent advisors with the resources they need to run their own business.

Because success looks different to everyone, we offer a wide range of services to fulfill these varied personal aspirations and business objectives. So whether you want to boost revenue, pursue independence, expand via acquisition, or pass your business to the next generation, we’re here to give you the support you need to reach your goals.

  • Proposal Generation Services
  • Financial Planning Services
  • Advisor Development Program
  • Advisor Coaching and Growth Strategy1

  • Mariner Investment Services2
  • Mariner Models
  • Access to Mariner's SMAs3
  • Investment Operations Platform

  • Core Technology Package
  • Technology Support and Consulting4

  • Transition Support to get you onboarded
  • Services Support post onboarding
  • Compliance Oversight
  • Marketing, which includes an Advisor Toolkit with educational material to practice tools and white-label content you can brand to use
1 For qualifying advisors.

2,4 Additional fee to advisor may apply.

3 Additional fee to the client.

Time to accelerate your business?

No matter why you’re looking to expand your practice, we’re here to help you build momentum.

Fill out your information, and we’ll contact you shortly. Or, learn more at joinmariner.com.