SourcingSourcing

MARINER INSTITUTIONAL, LLC

C22
CRD 111964·SEC 801-58253·WINTER PARK, FL
AUM
$2.82B
$1B+
Est. Revenue
$28.2M
@ 1% on AUM
Est. EBITDA
$8.5M
@ 30% margin
Est. Deal Value
$67.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARINER INSTITUTIONAL, LLC
CRD
111964
SEC file #
801-58253
EIN
—
DBA names
—

Economics

AUM
$2.82B
AUM band
$1B+
AUM trajectory
'20'26
$220.9M → $2.82B▲ +1178%
Client mix
Charitable Organizations19
Pension Profit Sharing Plans14
Corporations10
Individuals High Net Worth8
State Or Municipal Govt8

Operations

Employees (total)
148
Advisory staff (per ADV)
148
Advisory staff (5-yr trend)
'20'26
82 advisors → 148 advisors▲ +80%
Primary office
WINTER PARK FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARINER WEALTH
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
MARINER WEALTH
BICKNELL, CHERYL, RENEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MARINERWEALTHADVISORS.COM
Rdap Domain Creation Date
2006-02-20T17:37:11Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
95
Form 5500 Total Compensation
3,620,935
Form 5500 Compensation Trajectory 3y
20252,927,824
2026693,111
Form 5500 Plan Count Trajectory 3y
202569
202626
Schedule C Total Compensation
3,620,935
Schedule C Service Provider Rows
95

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
16
Bc Firm IAR Count
16
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-20T17:37:11Z
Rdap Domain Last Changed
2026-05-15T08:58:08Z
Rdap Nameservers
Ns-1014.awsdns-62.netNs-1312.awsdns-36.orgNs-1598.awsdns-07.co.ukNs-335.awsdns-41.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
140195
Trust Company Affiliate
Yes

People (26)

26
MARINER WEALTH ADVISORS, LLC
Direct Owner · 87.5%
140195
BICKNELL, CHERYL, RENEE
Executive Officer · 2.5%
4906804
BICKNELL, MARTIN, CHRISTOPHER
Executive Officer · 2.5%
2007121
POE, JEFFREY, ALLEN
Executive Officer · 2.5%
7088123
MICHAEL FRANCIS WELKER
Executive Officer · 2.5%
4738425
DORIAN, ANNE, JENELLE
Executive Officer · 2.5%
5736231
ELMORE, DEANN, MICHELE
Executive Officer · 2.5%
4964605
RADENBERG, KATRINA, DELORES
Executive Officer · 2.5%
4895248
ROLLINS, BRADLEY, DUANE
Executive Officer · 2.5%
5546873
SARA PENNISI SEARLE
Executive Officer · 2.5%
6380470
DANIEL VANCLEVE JOHNSON
IAR
4761575
ROBERT LEE WOODARD
IAR
1194456
Tami Lynn Ledger
IAR
5791165
Patrick Buckley Sullivan
IAR
7170617
JAMES JASON TINSLEY
IAR
5425393
TIMOTHY SHEPARD DUNCAN
IAR
3004592
DAVID KENT STOFER
IAR
1311305
KENNETH GEORGE SEROPIAN
IAR
2981821
Richard J Chaffee
IAR
5958895
ANGELYN ROSSON
IAR
2834231
THOMAS CHARLES HARDY
IAR
4688592
JACOB William LECLUYSE
IAR
7051062
Adam M Dietz
IAR
6758366
David Franklin King
IAR
6761726
ERIC MICHAEL BOKESCH
IAR
4430340
Christopher John Rivers
IAR
2634601