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Mariner Platform Solutions

Wealth managementRIA

Overland Park, KSCRD 305418Updated

Mariner Platform Solutions is an investment adviser based in Overland Park, KS, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $7.34 billion, as filed on 13 August 2026.

$7.34B
AUM
4,307
Clients
$1.65M
AUM per individual client
106
Advisory staff
56
Offices
2.50%
Annual fee
Up to

From Form ADV filed 13 August 2026SEC record

Services and clients

Mariner Platform Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 4,500 clients last fiscal year.

Mariner Platform Solutions reports 4,307 clients. They include 2,686 individual clients, 1,575 high-net-worth individuals, and 46 corporations and other businesses. Of its assets, 90.5% ($6.64B across 13,316 accounts) are managed with discretion; $700M across 1,110 accounts are not. It advised 47 clients without assets under management last fiscal year.

Clients and assets by client type
Clients4,307 clients reported
Assets$7.34B
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)62%15%
High-net-worth individuals37%81%
Charitable organizationsFewer than 5<1%
Corporations and other businesses1%4%

Client shares use reported counts. Client types without a reported count are excluded from that total.

Client breakdown and activity details
Individuals (other than HNW)
Clients
2,686
Regulatory AUM
$1.13B
AUM share
15.4%
Avg. per client
$422K
High-net-worth individuals
Clients
1,575
Regulatory AUM
$5.92B
AUM share
80.6%
Avg. per client
$3.76M
Charitable organizations
Clients
Fewer than 5
Regulatory AUM
$3.51M
AUM share
0.0%
Avg. per client
—
Corporations and other businesses
Clients
46
Regulatory AUM
$287M
AUM share
3.9%
Avg. per client
$6.23M

Total

Clients
4,307
Regulatory AUM
$7.34B
AUM share
100%
Avg. per client
—
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
47
Private funds advised
0
Financial planning clients last fiscal year
4500

Mariner Platform Solutions fees and minimums

Mariner Platform Solutions charges up to 2.50% a year for its Investment Advisory Fees. The fee is negotiable. The brochure also prices 3 other services, listed under fee details.

Fee details and sources

Other fees

Financial Planning and Consulting (Stand-Alone)
Stand-alone financial planning and consulting are billed as a fixed fee, an hourly rate, or a percentage per annum, depending on scope; no rate is stated and all fees are negotiable.
Options Strategy Fees
The options strategy fee is set in a separate addendum and may range up to 1.50% of assets under management, charged per annum; negotiable.
Variable Prepaid Forwards Fees
A strategy fee of at least 0.30% of assets a year is charged to the proceeds account, in addition to the standard advisory fee; negotiable.

Who owns Mariner Platform Solutions

Mariner Advisor Network, LLC owns 75% or more of Mariner Platform Solutions 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 161 employees, 106 of them in advisory roles.

Leadership

Investment adviser representatives

120 representatives listed in the SEC register as of 9 October 2026.

  • Jay Dixon Ahlbeck
  • Mayelin Alvarez
  • Dar Mark Baruchim
  • Audry J Batiste
  • Evan T Beach
  • Nicole Belanger
  • Frank Brooks Bertsch
  • Bradley D. Boogren
  • Charles Joseph Boulware
  • Ethan Bowling
  • Samuel Power Boyd
  • Kyle Ryan Briggs

Staff

  • 161 employees
  • 106 in advisory functions
  • 106 state-registered reps
  • 1 broker-dealer rep
  • 23 insurance agents
  • 9 soliciting firms
Ownership chain
Mariner Platform Solutions, LLC· the adviser

  • Mariner Advisor Network, LLC

    Control person · since March 2023

    Owns 75% or more of Mariner Platform Solutions, LLC

Growth and acquisitions

Mariner Platform Solutions’ regulatory assets grew 95.4× from $76.9M (July 2021) to $7.34B (August 2026); clients rose from 76 to 4,307 and employees from 4 to 161.

By annual filing
Measure
Figures from each annual filing
Mariner Platform Solutions figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
August 2026$7.34B4,30716156
July 2025$5.62B3,05115051
May 2024$4.35B2,36210234
July 2023$3.06B1,8417534
July 2022$2.32B1,4665131
July 2021$76.9M7644

Offices and registration details

Besides its headquarters, Mariner Platform Solutions has 55 offices (3 private residences, listed without an address), with 54 listed addresses across 23 states.

Listed office addresses by state

Kansas · 1 listed address

  • 5700 West 112th Street, Suite 500, Overland ParkHQ

Other business names

Mariner Platform Solutions has reported 43 other business names to the SEC.

  • Abundant Life Financial
  • Adviceperiod
  • Agt Wealth Management
  • Alinity Wealth Management
  • Archiwealth
  • Branch Partners, LLC
  • Carbon Wealth Advisors
  • Confido Advice & Investments
  • Connect Wealth Group
  • Eclectic Wealth Management
  • Exit 59 Advisory
  • Foothill Wealth Advisors
Show all 43 names
  • Fortitude Financial Partners
  • Imperio Wealth Advisors
  • Intersect Wealth Advisors
  • Investtax Wealth Advisers
  • Jooy Wealth
  • Kadima Wealth
  • Kinney Munro Wealth Advisors
  • Klink Wealth Advisors
  • Lindenberg Financial Planning
  • Lockkeeper Wealth Partners
  • Logarus Wealth Solutions
  • Mariner
  • Mauro Capital Management
  • Mays Wealth Management Group
  • Monarch Private Wealth Group
  • Pace Wealth Advisors LLC
  • Pax Financial Advisors
  • Phalanx Vfo, LLC
  • Precise Wealth Management
  • Promontory Wealth
  • Rational Wealth Solutions
  • Regent Private Wealth
  • Rolling Hills Advisors
  • Sidebar Advisors
  • Sterling Private Wealth
  • Strategic Path Retirement
  • Vail Capital Management
  • Value87 Investment Partners
  • Wealth With Options
  • XMC Wealth Management
  • Xtramile Financial Group

Contact and registration details

Legal name
Mariner Platform Solutions, LLC
Headquarters
5700 West 112th Street, Suite 500, Overland Park, KS 66211
Website
Not reported
Phone
913-904-5700
LinkedIn
@mariner-platform-solutions
SEC file
801-117332
Structure
Delaware LLC
Fiscal year end
December

Custodians

Mariner Platform Solutions uses Charles Schwab ($3.76B, 52%) and Fidelity ($3.51B, 48%) as custodians for its separately managed accounts. Mariner Platform Solutions has custody of $1.34B in client assets for 1,221 clients.

Reported separately managed account assets by custodian
$7.28B
named custodians
  • Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $3.76B52%
  • FidelityNational Financial Services LLC · Boston, MA · $3.51B48%

Investments and reported holdings

At year end, Mariner Platform Solutions’ separately managed accounts were mostly in funds (62%) and stocks (23%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks23%
  • Funds62%
  • Bonds6%
    • State and local bonds3%
    • U.S. government and agency bonds2%
    • Investment grade corporate bonds1%
  • Cash9%

Common questions

How many clients does Mariner Platform Solutions have?

Mariner Platform Solutions has 4,307 clients and manages $7.34 billion for them, as of August 2026. They include 2,686 individual clients, 1,575 high-net-worth individuals, and 46 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026

What services does Mariner Platform Solutions offer?

Mariner Platform Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How much does Mariner Platform Solutions charge?

Mariner Platform Solutions charges up to 2.50% a year for its Investment Advisory Fees. The fee is negotiable.

Source: MARINER INDEPENDENT ADV PART 2A, filed 10 June 2026

Which custodians does Mariner Platform Solutions use?

Mariner Platform Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $3.76B and National Financial Services LLC (Boston, MA), with $3.51B. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026

How many financial advisors does Mariner Platform Solutions have?

Mariner Platform Solutions has 106 investment adviser representatives registered with state securities authorities, out of 161 employees, and 106 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 23 employees are 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 Platform Solutions invest in?

At the end of its last fiscal year, Mariner Platform Solutions’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 9% cash and equivalents, 3% state and local bonds, 2% U.S. government and agency bonds and 1% investment grade corporate bonds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Mariner Platform Solutions?

Mariner Platform Solutions is owned through a chain of holding companies by Green Equity Investors Side VIII L.P. and the Danhakl Revocable Trust. Its direct owner is Mariner Advisor Network, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026

How does Mariner Platform Solutions get paid?

Mariner Platform Solutions 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

Is Mariner Platform Solutions registered with the SEC?

Yes, Mariner Platform Solutions has been registered with the SEC as an investment adviser since 12 September 2019. Its CRD number is 305418 and its SEC file number is 801-117332.

Source: Form ADV Part 1A, Item 1, filed 13 August 2026; IAPD firm record

How do I contact Mariner Platform Solutions?

Mariner Platform Solutions’ main office is at 5700 West 112th Street, Suite 500, Overland Park, KS 66211. Its phone number is 913-904-5700.

Source: Form ADV Part 1A, Item 1.F, filed 13 August 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 13 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. MARINER INDEPENDENT ADV PART 2A, submitted 10 June 2026.
  3. IAPD firm record, CRD 305418.
  4. SEC registered adviser data, annual Form ADV amendments filed 30 July 2021 to 13 August 2026. Items 1.F and 5.
  5. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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