Mariner

Mariner is a national wealth management firm that offers financial planning, investment management and tax services to individuals, along with separate services for business owners and executives. Its advisors work with an in-house team of specialists in taxes, estate planning, insurance and other areas, so clients can draw on several disciplines through one plan. Specialized planning is offered for groups such as executives, professional athletes, dentists, business owners and medical professionals.

Mariner has been in business since 2006 and describes its approach as long-term and centered on clients. Its advisors are based in local offices across the country, and clients can start a conversation through the firm's website or by calling 800-384-1756. Mariner has been recognized in Barron's rankings of registered investment advisers, placing sixth among Mega RIA firms in 2025.