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MARINER ADVISOR NETWORK
Legal name: MARINER INDEPENDENT ADVISOR NETWORK, LLC
CRD 283824File 801-107913
APPROVED
Retail clients
Custody
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.57B
Top 10% of cohort (national)
Discretionary AUM
$9.57B
Clients
16,241
27,362 accounts
Employees
174
Top 10% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 8, 2016
- Principal office
- 5700 W 112TH STREET, SUITE 500, OVERLAND PARK, KS, 66211
- Phone
- 650-571-1934
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.57B
- Discretionary AUM
- $9.57B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 27,362
- Non-discretionary accounts
- 0
- Total accounts
- 27,362
- AUM per client
- $589K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 84 | $118.0M |
| Charitable organizations | 54 | $126.7M |
| High net worth individuals | 2,202 | $5.51B |
| Pension and profit sharing plans | 3 | $3.5M |
| Individuals (other than high net worth individuals) | 13,898 | $3.82B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.