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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-24-2006
- Office Locations
- 173
Office Locations
About Mariner
Mariner Wealth (Overland Park, KS) is a retail and institutional RIA providing integrated financial planning, tax and estate planning, retirement and insurance solutions, and portfolio construction for individuals and entrepreneurs. Investment implementation spans ETFs and mutual funds alongside fixed income and alternatives (e.g., private equity/credit, real estate, hedge funds). Common custody includes Schwab and Fidelity, supported by a large multi-office advisor network.
Reported data analysis
What the numbers show
Between November 12, 2025 and August 5, 2026, reported AUM increased 27.2%, from $98.6B to $125.4B.
Across 5 reported observations, AUM increased 126.2% between October 10, 2022 and August 5, 2026, from $55.4B to $125.4B.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 933 advisory representatives and 55,728 clients, or 59.7 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 173 reported office locations and 20 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
- Custodian
- 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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ROBERT JOSEPH ABRAHAM II
Investment Analyst
- CRD
- #6894531
Jarrett Chase Adam
--
- CRD
- #8039304
Showing 2 of 988 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,188,072,311 | $668,501 |
| Non-Discretionary | $2,220,416,977 | $882,519 |
| Total | $125,408,489,288 | $671,384 |
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Separately Managed Accounts
SMA allocation detail is available
Mariner has reported separately managed account data across 8 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.
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