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| Mariner Independent Advisor Network LLC
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|---|---|
| CRD # | 283824 |
| SEC # | 801-107913 |
| CIK # | 0001548916 |
| AUM | 9,568.8 M (2026-05-26) |
| Employees | 174 (86% Investors, 97% 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) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Apple Inc | 4.5 | ||
| Microsoft Corp | 2.1 | ||
| Amazon Com Inc | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| Broadcom Inc | 1.1 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Tesla Motors Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,898 | 3.8 |
| (b) Individuals (high net worth individuals) | 2,202 | 5.5 |
| (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 | 54 | 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 | 84 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 27,362 | 9.6 |
| By Discretionary | ||
| Discretionary | 27,362 | 9.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27,362 | 9.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.6 | |
| Total | 27,362 | 9.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001548916] | |
| 13F-NT | [0001548916] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Clients | 209 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
IHT Wealth Management LLC
✚
|
IL | 9,801.8 M |
|
Coolabah Capital Institutional Investments PTY Limited
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|
9,801.0 M | |
|
F L Putnam Investment Management Co
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|
MA | 9,715.4 M |
|
Simplify Asset Management Inc
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|
NV | 9,635.5 M |
|
Harbour Investments Inc
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|
WI | 9,599.1 M |
|
Frontier Capital Management Co LLC
✚
|
MA | 9,597.3 M |
|
CornerStone Advisors Asset Management LLC
✚
|
PA | 9,571.8 M |
|
Orgel Wealth Management LLC
✚
|
WI | 9,548.7 M |
|
Composition Wealth LLC
✚
|
CA | 9,470.8 M |
|
Westwood Global Investments LLC
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|
UT | 9,465.2 M |