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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-11-2010
- Office Locations
- 2
Office Locations
About Mariner
Mariner is a federally registered, fiduciary RIA that partners with financial advisors to design and manage customized portfolios for high-net-worth clients. The team emphasizes asset allocation discipline, principal-preservation risk management, and clear client communication, acting as an extension of the advisor’s practice with meeting prep and ongoing portfolio insights. Public filings show a heavy use of ETFs in managed accounts.
Reported data analysis
What the numbers show
Between May 1, 2025 and August 5, 2026, reported AUM increased 17.7%, from $2.4B to $2.8B.
Across 5 reported observations, AUM increased 76.3% between December 22, 2022 and August 5, 2026, from $1.6B to $2.8B.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 7 advisory representatives and 3,537 clients, or 505.3 clients per representative. That equates to $783.2K in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on August 5, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mariner record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHERYL RENEE BICKNELL
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
MARTIN CHRISTOPHER BICKNELL
Chief Executive Officer, Founder and President
- CRD
- #2007121
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Justin Marzilli Brown
--
- CRD
- #8184428
JOHN PATRICK COGSWELL JR
--
- CRD
- #2674161
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,735,036,176 | $450,138 |
| Non-Discretionary | $35,092,122 | $494,255 |
| Total | $2,770,128,298 | $450,647 |
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Separately Managed Accounts
SMA allocation detail is available
Mariner has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mariner's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.