SourcingSourcing

MARINER, LLC

C27
CRD 140195·SEC 801-66632·OVERLAND PARK, KS
AUM
$125.41B
$1B+
Est. Revenue
$1.25B
@ 1% on AUM
Est. EBITDA
$376.2M
@ 30% margin
Est. Deal Value
$3.01B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARINER, LLC
CRD
140195
SEC file #
801-66632
EIN
843982754
DBA names
Mariner

Economics

AUM
$125.41B
AUM band
$1B+
AUM trajectory
'20'26
$22.04B → $125.41B▲ +469%
Client mix
Individuals Other32,261
Individuals High Net Worth22,322
Pension Profit Sharing Plans458
Corporations257
Charitable Organizations145

Operations

Employees (total)
1,889
Advisory staff (per ADV)
933
Advisory staff (5-yr trend)
'20'26
260 advisors → 933 advisors▲ +259%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
partnerwithmariner.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARINER WEALTH ADVISORS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
MARINER WEALTH ADVISORS, LLC
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
PARTNERWITHMARINER.COM
Rdap Domain Creation Date
2018-04-27T16:27:12Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
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
45
Form 5500 Total Compensation
1,465,751
Form 5500 Compensation Trajectory 3y
20251,301,744
2026164,007
Form 5500 Plan Count Trajectory 3y
202539
20266
Schedule C Total Compensation
1,465,751
Schedule C Service Provider Rows
45

SEC EDGAR

Edgar Cik
0001823858
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2020-09-11
Edgar Last Filing Date
2021-08-09
Edgar Form D Count
2
Edgar Form D Offerings
2021-08-092021-08-09 · 0001823858-21-000001
2020-09-112020-09-11 · 0001823858-20-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
9
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Fidelity6
E*trade4
Edgar Addresses
Mailing
5700 W 112TH STSTE 500OVERLAND PARK, KS 66211
Business
5700 W 112TH STSTE 500OVERLAND PARK, KS 66211
Edgar EIN
843982754
Edgar Recent Filings
D/A2021-08-09 · 0001823858-21-000001
D2020-09-11 · 0001823858-20-000001
Fee Schedule
Bracket Ix38
Bracket I37
Bracket Xi7
Bracket Iv5
Bracket Vi5
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-27T16:27:12Z
Rdap Domain Last Changed
2026-05-16T00:03:38Z
Rdap Nameservers
Ns-131.awsdns-16.comNs-1490.awsdns-58.orgNs-1636.awsdns-12.co.ukNs-570.awsdns-07.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (57)

57
ELMORE, DEANN, MICHELE
IAR · Executive Officer · 2.5%
4964605
BICKNELL, CHERYL, RENEE
Executive Officer · 2.5%
4906804
BICKNELL, MARTIN, CHRISTOPHER
Executive Officer · 2.5%
2007121
POE, JEFFREY, ALLEN
Executive Officer · 2.5%
7088123
DORIAN, ANNE, JENELLE
Executive Officer · 2.5%
5736231
KIEFER-GOLDENBERG, MAUREEN, KIM
Executive Officer · 2.5%
4211522
RADENBERG, KATRINA, DELORES
Executive Officer · 2.5%
4895248
ROLLINS, BRADLEY, DUANE
Executive Officer · 2.5%
5546873
LINDSEY HART MCCOOL
IAR
4696829
GEOFFREY GORDON GLAZIER
IAR
5151202
STEVEN JAMES CHRISTENSEN
IAR
3135493
Michael Tallon
IAR
5738291
Amanda Jean Salemi
IAR
5763607
MICHAEL AUSTIN MCGINTY
IAR
4212328
MICHAEL PATRICK RICHTER
IAR
4919341
DANIEL FRANCIS FLANAGAN
IAR
4600230
JENNIFER ANN POTMESIL
IAR
6481640
CHRISTOPHER MICHAEL SCHUCH
IAR
5775433
Brian Walter Cunningham
IAR
5878492
Patrick Darren Pryz
IAR
5613403
MICHAEL J SNOWDEN
IAR
5665265
JASON KEVIN KIDDOO
IAR
5776321
CHRISTOPHER RANDOLPH BACCELLA
IAR
2952270
JOSEPH GRANT FORD
IAR
6204719
MICHAEL ANTHONY ARTEAGA
IAR
6561209
RACHEL ANN VIVIAN
IAR
5034679
Amanda Christine Long
IAR
5775725
KARLA HASTON
IAR
2410431
CHRISTOPHER ANTHONY CARDALI
IAR
2446728
Teresa A Hayes
IAR
2821187
VICTOR GERALD SOUCY
IAR
5467524
JULIE B SMITH
IAR
5615918
DAVID MICHAEL SPARKS
IAR
5839646
JESSE CLAYTON TAYLOR
IAR
5084860
Lukas Simón Voith
IAR
7312578
Amanda Fisher
IAR
7657883
COLIN SVEND LARSEN
IAR
4212324
AMY JENETH GORDON
IAR
6839557
Sihun Park
IAR
8147304
Erin Kathleen Bonucchi
IAR
7223031
JEFFRY ALLAN DROTT
IAR
2445397
WILLIAM HENRY LEDER
IAR
3025254
JEREMY TODD WELTHER
IAR
2544111
CARLOS ANTONIO HERNANDEZ
IAR
6428484
SHABINA MAZABEEN RAFIQ
IAR
2813483
KIRK M BOSTER
IAR
4390875
CHARLES JOSEPH SALVO
IAR
7043881
Michael David Guerrero
IAR
4746196
JEFFREY ALAN COUCH
IAR
5152157
Julie Ann Sacchiero
IAR
7551209
JAMES REED DAVIS
IAR
5571675
JEFFREY SCOTT SIMS
IAR
2236487
NEIL ROBERT SOSLER
IAR
4205566
Lisa Marie Johnson
IAR
2777085
Robb Wilson Scott
IAR
6783170
PETER M HANSEN
IAR
6139717
DOMINIC JOSEPH COZZETTO
IAR
4530944