Data / Investment advisers / Florida / Mariner Institutional, LLC
Mariner Institutional, LLC, Winter Park, FL: $2.8 billion AUM, SEC registered investment adviser
Mariner Institutional, LLC is an SEC registered investment adviser with its main office in Winter Park, Florida and reports $2.8 billion in regulatory assets under management in its Form ADV filed August 5, 2026. Its clients include charitable organizations, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 111964
- SEC file number
- 801-58253
- SEC status
- Approved, effective January 10, 2001
- Main office
- 531 W Morse Blvd Suite 200, Winter Park, FL 32789
- Phone
- (844) 442-6326
- Website
- marinerwealthadvisors.com
- Regulatory AUM
- $2,822,300,000 in the Form ADV filed August 5, 2026
- Discretionary AUM
- $2,822,300,000
- Accounts
- 59
- Employees
- 148, of which 148 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 15
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 5, 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 |
|---|---|---|
| Charitable organizations | 19 | $1.09 billion |
| Pension and profit sharing plans | 14 | $569.7 million |
| High net worth individuals | 8 | $513.8 million |
| State or municipal government entities | 8 | $456.8 million |
| Corporations or other businesses | 10 | $195.7 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 | $2.82 billion | March 27, 2026 |
| December 1, 2025 | $2.54 billion | March 28, 2025 |
Other advisers in Winter Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Deprince, Race & Zollo, Inc. | Winter Park | $5.89 billion | 1 | adviserinfo.sec.gov |
| Advus Financial Partners, LLC | Winter Park | $3.97 billion | Not listed | adviserinfo.sec.gov |
| Ceredex Value Advisors LLC | Winter Park | $3.43 billion | Not listed | adviserinfo.sec.gov |
| American Financial Advisors Inc | Winter Park | $1.28 billion | Not listed | adviserinfo.sec.gov |
| Orange Investment Advisors, LLC | Winter Park | $765 million | 1 | adviserinfo.sec.gov |
| 55 North Private Wealth | Winter Park | $581.3 million | Not listed | adviserinfo.sec.gov |
| Financial Harvest Wealth Advisors | Winter Park | $557.4 million | Not listed | adviserinfo.sec.gov |
| Trillium Wealth LLC | Winter Park | $544.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winter Park, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving charitable organizations
- Advisers serving pension and profit sharing plans
- Mariner Institutional, LLC 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.