SourcingSourcing

MARINER MANAGED ACCOUNT SOLUTIONS, LLC

C34
CRD 151664·SEC 801-71691·OVERLAND PARK,, KS
AUM
$2.77B
$1B+
Est. Revenue
$27.7M
@ 1% on AUM
Est. EBITDA
$8.3M
@ 30% margin
Est. Deal Value
$66.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARINER MANAGED ACCOUNT SOLUTIONS, LLC
CRD
151664
SEC file #
801-71691
EIN
204553256
DBA names
Mariner

Economics

AUM
$2.77B
AUM band
$1B+
AUM trajectory
'20'26
$1.25B → $2.77B▲ +121%
Client mix
Individuals Other3,491
Individuals High Net Worth46

Operations

Employees (total)
13
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
7 advisors → 7 advisors▬ 0%
Primary office
OVERLAND PARK, KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
mmas.mariner.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARINER WEALTH ADVISORS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
MARINER WEALTH ADVISORS
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
72
Form 5500 Total Compensation
2,526,433
Form 5500 Compensation Trajectory 3y
20252,390,445
2026135,988
Form 5500 Plan Count Trajectory 3y
202568
20264
Schedule C Total Compensation
2,526,433
Schedule C Service Provider Rows
72

SEC EDGAR

Edgar Cik
0001373442
Edgar Registered
Yes
Edgar Filing Count
97
Edgar First Filing Date
2006-08-21
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
77
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001580642-26-003158
Edgar Former Names
Mariner Wealth Advisors, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
5700 W. 112TH STREETSUITE 500OVERLAND PARK, KS 66211
Business
5700 W. 112TH STREETSUITE 500OVERLAND PARK, KS 66211
Edgar EIN
204553256
Edgar Recent Filings
13F-HR2026-05-13 · 0001580642-26-003158
13F-HR2026-02-13 · 0001580642-26-001057
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
140195
Trust Company Affiliate
Yes

People (14)

14
MARINER WEALTH ADVISORS, LLC
Direct Owner · 87.5%
140195
PIERCE, JOSHUA, TOWNSEND
IAR · Executive Officer · 2.5%
4715301
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
ELMORE, DEANN, MICHELE
Executive Officer · 2.5%
4964605
KIEFER-GOLDENBERG, MAUREEN, KIM
Executive Officer · 2.5%
4211522
Justin Marzilli Brown
IAR
8184428
STUART WEINEL LONG
IAR
4867416
ANDY MAI
IAR
6364182
ETHAN MACDOUGALL SOMERS
IAR
6062409
JOHN PATRICK COGSWELL
IAR
2674161
O'CONNOR, THOMAS, NEAL
IAR
4374733