This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2019
- Office Locations
- 72
Office Locations
About Mariner Independent
Mariner Independent supports independent advisors and breakaway business owners with in-house advisory specialists plus estate/trust resources, tax strategies and preparation, insurance solutions, and investment banking/valuation services. The platform includes practice management (planning, proposals, coaching), models and access to Mariner SMAs, core technology/support, and compliance oversight with transition and ongoing services. Custody support includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 8, 2025 and August 13, 2026, reported AUM increased 30.7%, from $5.6B to $7.3B.
Across 5 reported observations, AUM increased 216.1% between October 10, 2022 and August 13, 2026, from $2.3B to $7.3B.
Of the latest reported AUM, 90.5% is discretionary and 9.5% is non-discretionary.
The firm reports 106 advisory representatives and 4,354 clients, or 41.1 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 72 reported office locations and 7 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Mariner Independent's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Mariner Independent record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HEATHER DAWN AUGUSTINE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
CHERYL RENEE BICKNELL
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
JAY DIXON AHLBECK
EXECUTIVE MANAGING DIRECTOR
- CRD
- #1821237
Mayelin Alvarez
--
- CRD
- #6296882
Showing 2 of 127 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,642,071,367 | $498,804 |
| Non-Discretionary | $699,691,945 | $630,353 |
| Total | $7,341,763,312 | $508,926 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Mariner Independent 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 Independent's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing