$7.3B Total AUM
$6.6B Disc. AUM
36.9% 3Y CAGR
161 Employees
4,354 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Meridian pioneer
- Established Date
- 08-01-2019
- Office Locations
- 70
Office Locations
1 MID America Plaza Suite 1030 Oakbrook Terrace IL
1000 Cedar Knoll Newtown Square PA
1101 Perimeter Drive Suite 250 Schaumburg IL
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.
Team overview
45 AVG AGE
$69.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
2.4 yrs AVG TENURE
161 Employees
106 Advisory Reps
106 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Horizon insight Signal insight Bridge Wave ember Matrix Prime Fusion meridian Eagle vector
Client Personas
Optima value Quantum element
CRM
Momentum peak
Custodian
Radial capital Harbor crest
Investment Themes
Crest glacier Peak Matrix Crest Radial bridge Alpha
Investment Vehicles
Radial delta Foundation
Platform
Prime Radial horizon Crest bridge Ridge
Services
Bridge momentum Quantum Focus Zenith harbor Harbor Ember Catalyst Element
Technology
Pathway
Owner & Executives
H
HEATHER DAWN AUGUSTINE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(325) 701-9033
pathway.vertex@elementcapital.com
in linkedin.com/in/insight-atlas
CHERYL RENEE BICKNELL
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
(546) 915-7981
catalyst.frontier@vitalcapital.com
in linkedin.com/in/north-vital
V
Vital delta
Wave optima prime
- CRD
- #19633
- Ownership
- 29.7%
(280) 374-1498
vital.foundation@vertexcapital.com
in linkedin.com/in/matrix-summit
Showing 2 of 7 owners & executives
Unlock allContacts
J
JAY DIXON AHLBECK
--
- CRD
- #1821237
(350) 748-5386
optima.fusion@valuecapital.com
in linkedin.com/in/bridge-delta
Mayelin Alvarez
--
- CRD
- #6296882
(273) 620-5388
summit.pioneer@zenithcapital.com
in linkedin.com/in/vertex-capital
F
Foundation timber
Legacy alpha
- CRD
- #25605
(463) 532-4758
harbor.eagle@momentumcapital.com
in linkedin.com/in/zenith-ridge
Showing 2 of 126 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
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Separately Managed Accounts
Total SMA Asset: $7,341,763,312
Public Funds:
8.6% Equity - Exchange:
27.7% Cash:
19.8% Municipal Bonds:
26.7% U.S. Government/Agency:
5.3% Corporate - Investment Grade:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $191,443,982 | 8.6% |
| Equity - Exchange | $616,627,708 | 27.7% |
| Cash | $440,766,376 | 19.8% |
| Municipal Bonds | $594,366,780 | 26.7% |
| U.S. Government/Agency | $117,982,919 | 5.3% |
| Corporate - Investment Grade | $264,905,045 | 11.9% |
| Total | $2,226,092,810 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON ALPHA | ATLAS FRONTIER | RRE2GL8LS | GXBIF | 6.71% | $29,256,107 |
| OPTIMA RIDGE | GLACIER EAGLE | H1FZ4UBOY | QOQCZ | 1.63% | $39,388,331 |
| ELEMENT WAVE EAGLE | CREST ELEMENT | BPPK1U4QS | BSHX | 4.13% | $38,265,035 |
| BEACON HARBOR | VITAL VERTEX | E9OGYEK75 | PGVUR | 7.37% | $112,401,293 |
| NORTH OPTIMA ZENITH | INSIGHT DELTA | MDJWAJTLV | VJGTZ | 12.32% | $28,931,976 |
| FUSION VITAL HARBOR | HORIZON BRIDGE | 7P5PBMBUL | BRHY | 6.59% | $54,368,615 |
| ALPHA HARBOR PIONEER | BRIDGE ELEMENT | BVD5VK4OB | MRWB | 1.29% | $30,380,933 |
| ZENITH HORIZON MERIDIAN | WAVE INSIGHT | I3FH49940 | JXBSZ | 10.00% | $44,944,120 |