CRD: 283824
Mariner Advisor Network
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-08-2016
- Office Locations
- 7
Office Locations
About Mariner Advisor Network
Mariner Advisor Network supports independent advisors looking to grow, transition, or plan succession with a national network and end-to-end operational support. Core services include compliance oversight with OSJ or RIA affiliation, repapering/transition help, built-in business continuity and succession infrastructure, and personalized portfolio consulting/trading. Advisors also get direct access to deal support and capital advisors, with optional tax, insurance, marketing, recruiting, and billing/reporting ops; works with major custodial partners such as Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 29, 2025 and May 26, 2026, reported AUM increased 12.8%, from $8.5B to $9.6B.
Across 5 reported observations, AUM increased 44.6% between November 15, 2022 and May 26, 2026, from $6.6B to $9.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 150 advisory representatives and 16,450 clients, or 109.7 clients per representative. That equates to $581.7K in reported AUM per client.
The profile lists 7 reported office locations and 10 years in operation. The source data was last updated on May 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mariner Advisor Network record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES ALAN HOOKS
Chief Compliance Officer
- CRD
- #1601278
- Ownership
- Less than 5%
JAMES J PERHACS
CHIEF OPERATING OFFICER, MANAGING DIRECTOR
- CRD
- #4285685
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ADELINE JASMINE BELLOT
--
- CRD
- #6464583
Nicholas RL Cohee
--
- CRD
- #7389472
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,568,838,387 | $349,713 |
| Non-Discretionary | $0 | -- |
| Total | $9,568,838,387 | $349,713 |
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Separately Managed Accounts
SMA allocation detail is available
Mariner Advisor Network has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Mariner Advisor Network's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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