Data / Investment advisers / Kansas / Mariner
Mariner, Overland Park, KS: $125 billion AUM, SEC registered investment adviser
Mariner is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $125 billion in regulatory assets under management in its Form ADV filed October 2, 2026. Its clients include high net worth individuals, individuals and banks and thrifts. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 140195
- SEC file number
- 801-66632
- SEC status
- Approved, effective April 24, 2006
- Legal name
- Mariner, LLC
- Main office
- 5700 W. 112th Street Suite 500, Overland Park, KS 66211
- Phone
- (913) 904-5700
- Website
- mistercarwash.marinerwealthadvisors.com
- Regulatory AUM
- $125,408,489,288 in the Form ADV filed October 2, 2026
- Discretionary AUM
- $123,188,072,311
- Non discretionary AUM
- $2,220,416,977
- Accounts
- 186,791
- Employees
- 1,889, of which 933 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $11,360,559
- Other offices
- 130
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22,322 | $104.87 billion |
| Individuals (other than high net worth individuals) | 32,261 | $10.67 billion |
| Banking or thrift institutions | 56 | $3.99 billion |
| Pension and profit sharing plans | 458 | $3.80 billion |
| Corporations or other businesses | 257 | $879.7 million |
| Charitable organizations | 145 | $683.8 million |
| Insurance companies | 4 | $273 million |
| Other investment advisers | 6 | $205.2 million |
| State or municipal government entities | 1 | $13.2 million |
| Pooled investment vehicles | 2 | $9.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $125.41 billion | March 27, 2026 |
| December 1, 2025 | $98.60 billion | November 12, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Creative Planning | Overland Park | $295.57 billion | 5 | adviserinfo.sec.gov |
| Onedigital | Overland Park | $155.41 billion | Not listed | adviserinfo.sec.gov |
| Prime Capital Financial | Overland Park | $39.14 billion | Not listed | adviserinfo.sec.gov |
| Mariner Advisor Network | Overland Park | $9.57 billion | Not listed | adviserinfo.sec.gov |
| Tortoise Capital Advisors, L.L.C. | Overland Park | $8.93 billion | 1 | adviserinfo.sec.gov |
| Mariner Independent | Overland Park | $7.34 billion | Not listed | adviserinfo.sec.gov |
| Creativeone Wealth, LLC | Overland Park | $6.25 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with Over $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Mariner on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.