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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mariner Independent Advisor Network LLC
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|---|---|
| CRD # | 283824 |
| SEC # | 801-107913 |
| CIK # | 0001548916 |
| AUM | $8.5 B (2025-06-25) |
| Employees | 177 (93% Investors, 95% Brokers) |
| Phone | 650-571-1934 |
| Address | 5700 W 112th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Nvidia Corp | 3.0 | ||
| Microsoft Corp | 2.3 | ||
| Amazon Com Inc | 1.2 | ||
| Broadcom Inc | 1.1 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Lilly Eli & Co | 0.5 | ||
| Procter & Gamble Co | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14,347 | 3.8 |
| (b) Individuals (high net worth individuals) | 1,848 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 44 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 71 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 27,221 | 8.5 |
| By Discretionary | ||
| Discretionary | 27,221 | 8.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27,221 | 8.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.5 | |
| Total | 27,221 | 8.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001548916] | |
| 13F-NT | [0001548916] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parallel Advisors LLC
✚
|
CA | 8.7 |
|
Perigon Wealth Management LLC
✚
|
CA | 8.7 |
|
Capital Analysts LLC
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PA | 8.7 |
|
Advisory Services Network LLC
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|
GA | 8.6 |
|
DF Dent and Company Inc
✚
|
MD | 8.6 |
|
Crawford Investment Counsel Inc
✚
|
GA | 8.5 |
|
Saturna Capital Corporation
✚
|
WA | 8.4 |
|
Valmark Advisers Inc
✚
|
OH | 8.4 |
|
CornerStone Advisors Asset Management LLC
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|
PA | 8.3 |
|
Douglas Lane & Associates LLC
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|
NY | 8.2 |