CRD: 283824
Mariner Advisor Network
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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