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MARINER INDEPENDENT
Legal name: MARINER PLATFORM SOLUTIONS, LLC
CRD 305418File 801-117332
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.34B
Top 10% of cohort (national)
Discretionary AUM
$6.64B
Non-discretionary $699.7M
Clients
4,307
14,426 accounts
Employees
161
Top 10% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 12, 2019
- Principal office
- 5700 WEST 112TH STREET, SUITE 500, OVERLAND PARK, KS, 66211
- Phone
- 913-904-5700
- Website
- https://marinerplatform.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.34B
- Discretionary AUM
- $6.64B
- Non-discretionary AUM
- $699.7M
- Discretionary accounts
- 13,316
- Non-discretionary accounts
- 1,110
- Total accounts
- 14,426
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 46 | $286.6M |
| Charitable organizations | Fewer than 5 | $3.5M |
| High net worth individuals | 1,575 | $5.92B |
| Individuals (other than high net worth individuals) | 2,686 | $1.13B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- 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 11- Q11F
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 150 | 161 | increased by11 |
| Apr 1, 2026 | Clients | 3,051 | 4,307 | increased by1,256 |
| Apr 1, 2026 | AUM | $5,615,227,678 | $7,341,763,312 | increased by$1,726,535,634 |
| Apr 1, 2026 | Accounts | 10,412 | 14,426 | increased by4,014 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 51 | 150 | increased by99 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,466 | 3,051 | increased by1,585 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,322,940,437 | $5,615,227,678 | increased by$3,292,287,241 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,923 | 10,412 | increased by5,489 |
| Apr 1, 2022 | Employees | 4 | 51 | increased by47 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 76 | 1,466 | increased by1,390 |
| Apr 1, 2022 | AUM | $76,926,412 | $2,322,940,437 | increased by$2,246,014,025 |
| Apr 1, 2022 | Accounts | 258 | 4,923 | increased by4,665 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARINER INDEPENDENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARINER INDEPENDENT” may also match similarly-named firms). Confirm identity against each filing.
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.