Mariner Institutional provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Mariner Institutional reports 59 clients. They include 19 charitable organizations, 14 pension and profit-sharing plans, and 10 corporations and other businesses. Of its assets, 100.0% ($2.82B across 59 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 891 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 14% | 18% |
| Pension and profit-sharing plans | 24% | 20% |
| Charitable organizations | 32% | 38% |
| State or municipal government entities | 14% | 16% |
| Corporations and other businesses | 17% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 8 | $514M | 18.2% | $64.2M |
| Pension and profit-sharing plans | 14 | $570M | 20.2% | $40.7M |
| Charitable organizations | 19 | $1.09B | 38.5% | $57.2M |
| State or municipal government entities | 8 | $457M | 16.2% | $57.1M |
| Corporations and other businesses | 10 | $196M | 6.9% | $19.6M |
| Total | 59 | $2.82B | 100% | $47.8M |
- Clients
- 8
- Regulatory AUM
- $514M
- AUM share
- 18.2%
- Avg. per client
- $64.2M
- Clients
- 14
- Regulatory AUM
- $570M
- AUM share
- 20.2%
- Avg. per client
- $40.7M
- Clients
- 19
- Regulatory AUM
- $1.09B
- AUM share
- 38.5%
- Avg. per client
- $57.2M
- Clients
- 8
- Regulatory AUM
- $457M
- AUM share
- 16.2%
- Avg. per client
- $57.1M
- Clients
- 10
- Regulatory AUM
- $196M
- AUM share
- 6.9%
- Avg. per client
- $19.6M
Total
- Clients
- 59
- Regulatory AUM
- $2.82B
- AUM share
- 100%
- Avg. per client
- $47.8M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 891
- Private funds advised
- 0
Mariner Institutional is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Mariner Wealth owns 75% or more of Mariner Institutional and is in turn owned by Mariner Wealth Advisors, LLC (75% or more). Martin Bicknell is CEO; the leadership team includes Chief Investment Officer Bradley Rollins, Chief Operating Officer Cheryl Bicknell and Chief Financial Officer Jeffrey Poe. It has 148 employees.
Leadership
- Martin BicknellChief Executive Officer
Jeffrey PoeChief Financial Officer
Cheryl BicknellChief Operating Officer- Sara SearleChief Compliance Officer & VP, Compliance
- Bryan BakardjievNational Managing Director, Head of Mariner Institutional
- Anne DorianChief Risk Officer
- Deann ElmoreChief Services Officer
- Bradley RollinsChief Investment Officer
Investment adviser representatives
17 representatives listed in the SEC register as of 9 October 2026.
- Eric Michael Bokesch
- Richard J Chaffee
- Adam M Dietz Mr.
- Timothy Shepard Duncan
- Thomas Charles Hardy
- Daniel Vancleve Johnson
- David Franklin King
- Jacob William Lecluyse
- Tami Lynn Ledger
- Christopher John Rivers
- Angelyn Rosson
- Kenneth George Seropian JR
- David Kent Stofer
- Patrick Buckley Sullivan
- Kevin Adam Takinen
- James Jason Tinsley
- Robert Lee Woodard
Staff
- 148 employees
- 148 in advisory functions
- 17 state-registered reps
- Owns 75% or more of Mariner Institutional, LLC
Mariner Wealth
Control person · since April 2024
- Owns 75% or more of Mariner Wealth
Mariner Wealth Advisors, LLC
Control person · since September 2008
Mwa Midco, LLC
Manager · Control person · since June 2021
Mwa Holdco, LLC
Manager · Control person · since June 2021
- Owns 25% to 50% of Mwa Holdco, LLC
Gei VIII MW Aggregator LLC
Control person · since June 2021
- Owns 50% to 75% of Gei VIII MW Aggregator LLC
Gei VIII MW Blocker LLC
since April 2021
- Owns 75% or more of Gei VIII MW Blocker LLC
Green Equity Investors Side VIII L.P.
Control person · since April 2021
Gei Capital VIII, LLC
General partner · Control person · since June 2019
LGP Management, Inc.
Manager · Control person · since December 2019
Peridot Coinvest Manager LLC
Manager · Control person · since April 2021
- Owns 75% or more of Peridot Coinvest Manager LLC
Leonard Green & Partners, L.P.
Control person · since July 2014
- Owns 50% to 75% of Leonard Green & Partners, L.P.
LGP Feeder. L.P.
Control person · since November 2022
- Owns 75% or more of LGP Feeder. L.P.
Emerald Holdings II, L.P.
Control person · since November 2022
- Owns 25% to 50% of Emerald Holdings II, L.P.
The Danhakl Revocable Trust
Control person · since June 2012
John Danhakl
Trustee · Control person · since October 1997
- Owns 25% to 50% of Emerald Holdings II, L.P.
The Sokoloff Family Trust
Control person · since June 2012
Jonathan Sokoloff
Trustee · Control person · since October 1997
Emerald Holdings I, LLC
General partner · Control person · since August 2016
- Owns 25% to 50% of Gei VIII MW Aggregator LLC
Green Equity Investors VIII L.P.
since April 2021
Martin Bicknell
Elected manager · Control person · since July 2021
Cheryl Bicknell
Elected manager · Control person · since July 2021
Gary Henson
Elected manager · Control person · since July 2021
Jonathan Seiffer
Elected manager · Control person · since July 2021
Jeffrey Poe
Elected manager · Control person · since November 2024
David Lyon
Elected manager · Control person · since November 2024
Mariner Institutional’s regulatory assets grew 9.5× from $297M (March 2021) to $2.82B (August 2026); clients rose from 10 to 59 and employees from 90 to 148. Between 2018 and 2025, 4 advisory firms joined it. The largest by last filed assets were Fourth Street Performance Partners ($4.51B, April 2024) and Southeastern Advisory Services ($0, September 2025, the most recent).
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $2.82B | 59 | 148 | 16 |
| March 2025 | $2.54B | 64 | 113 | 8 |
| May 2024 | $977M | 24 | 90 | 8 |
| March 2023 | $719M | 19 | 98 | 7 |
| March 2022 | $526M | 15 | 87 | 7 |
| March 2021 | $297M | 10 | 90 | 7 |
Firms that joined
20252 joined
- Southeastern Advisory ServicesLast filed AUM $0
- Cardinal Investment AdvisorsLast filed AUM $0
20241 joined
- Fourth Street Performance PartnersLast filed AUM $4.51B
20181 joined
- Summit Strategies (Summit Strategies Group)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Mariner Institutional has 15 offices, with 16 listed addresses across 14 states.
Illinois · 2 listed addresses
- One Mid America Plaza, Oakbrook Terrace
- 150 North Wacker Drive, Chicago
Ohio · 2 listed addresses
- 312 Walnut Street, Cincinnati
- 9100 West Chester Towne Centre Drive, West Chester
California · 1 listed address
- 5000 Birch St., East Tower, Newport Beach
Florida · 1 listed address
- 531 W Morse BLVD, Suite 200, Winter ParkHQ
Kansas · 1 listed address
- 5700 W. 112th Street, Overland Park
Massachusetts · 1 listed address
- 300 Ledgewood Place, Rockland
Michigan · 1 listed address
- 39533 Woodward Ave, Bloomfield Hills
Missouri · 1 listed address
- 231 South Bemiston Avenue, Clayton
Nebraska · 1 listed address
- 13815 FNB Pkwy, Omaha
Nevada · 1 listed address
- 5470 Kietzke Lane, Reno
Oklahoma · 1 listed address
- 4200 E. Skelly Drive, Tulsa
Pennsylvania · 1 listed address
- 875 Green Tree Road, Pittsburgh
South Carolina · 1 listed address
- 325 Rocky Slope RD., Greenville
Texas · 1 listed address
- 5600 Tennyson Pkwy, Plano
Other business names
Mariner Institutional has reported 2 other business names to the SEC.
- Andco Consulting, LLC
- Mariner
Contact and registration details
- Legal name
- Mariner Institutional, LLC
- Headquarters
- 531 W Morse BLVD, Suite 200, Winter Park, FL 32789
- Website
- marinerwealthadvisors.com
- Phone
- 844-442-6326
- SEC file
- 801-58253
- Structure
- Florida LLC
- Fiscal year end
- December
Mariner Institutional does not have custody of client assets.
At year end, Mariner Institutional’s separately managed accounts were mostly in funds (99%).
What the accounts hold
- Funds99%
- Registered funds89%
- Pooled vehicles10%
- Cash1%
How many clients does Mariner Institutional have?
Mariner Institutional has 59 clients and manages $2.82 billion for them, as of August 2026. They include 19 charitable organizations, 14 pension and profit-sharing plans, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026
What services does Mariner Institutional offer?
Mariner Institutional provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Mariner Institutional have?
Mariner Institutional has 17 investment adviser representatives registered with state securities authorities, out of 148 employees, and 148 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mariner Institutional invest in?
At the end of its last fiscal year, Mariner Institutional’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 10% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mariner Institutional?
Mariner Institutional is owned through a chain of holding companies by Mariner Wealth Advisors, LLC and Green Equity Investors VIII L.P. Its direct owner is Mariner Wealth (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 August 2026
How does Mariner Institutional get paid?
Mariner Institutional is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Mariner Institutional?
Mariner Institutional’s main office is at 531 W Morse BLVD, Suite 200, Winter Park, FL 32789. Its phone number is 844-442-6326. Its website is marinerwealthadvisors.com.