SourcingSourcing

MARINER WEALTH ADVISORS

C16
CRD 169459·SEC 801-78721·OVERLAND PARK, KS
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARINER WEALTH ADVISORS
CRD
169459
SEC file #
801-78721
EIN
204553256
DBA names
Mariner Wealth AdvisorsRr Mariner, LlcRr Advisory Group, LlcMariner Wealth Advisors-nyc, Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
—
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARINER WEALTH ADVISORS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
MARINER WEALTH ADVISORS, LLC
BICKNELL, CHERYL, RENEE
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

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
111
Form 5500 Total Participants
3,409
Form 5500 Total Compensation
3,776,073
Form 5500 Compensation Trajectory 3y
20253,374,498
2026401,575
20240
Form 5500 Plan Count Trajectory 3y
202598
202612
20242
Schedule C Total Compensation
3,776,073
Schedule C Service Provider Rows
112

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 (8)

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
0
Bc Firm IAR Count
0
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
Top Owner CRD
140195

People (5)

5
MARINER WEALTH ADVISORS, LLC
Direct Owner · 62.5%
140195
BICKNELL, CHERYL, RENEE
Executive Officer · 2.5%
4906804
MARK CAPLINGER
Executive Officer · 2.5%
5954000
JUSTIN BLAKE MCCARTHY
Executive Officer · 2.5%
5225789
KAREN LEIGH SANDNES
Executive Officer · 2.5%
4883814