Mariner Wealth Advisors Revenue, Growth & Competitor Profile

DBA MARINER HOLDINGS, LLC
DBA MARINER, LLC
DBA MARINER WEALTH ADVISORS-IC, LLC

Company Profile & Annual Report for Mariner Wealth Advisors

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Mariner Wealth Advisors Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52211 Commercial Banking
Address	5700 W. 112th St Suite 500 Overland Park, KS 66211

Note: Revenues for privately held companies are statistical evaluations.


Mariner Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Mariner Wealth Advisors's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Mariner Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Mariner Wealth Advisors Annual Revenue and Growth Rate

Mariner Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Over $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Mariner Wealth Advisors's revenues are gauged from an analysis of company filings.

Mariner Wealth Advisors's Income Statement (based on Industry Averages)

Mariner Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Mariner Wealth Advisors is developing and marketing. Mariner Wealth Advisors doesn't have any recent trademark applications, indicating Mariner Wealth Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
MARINER FINANCIAL WELLNESS Education services in the field of personal finance; education services in the field of financial wellness; financial coaching services	09/12/2023
MARINER WEALTH ADVISORS Financial and business consulting and advisory services; Investment consulting, management and advisory services; Financial services, namely, wealth management services; Personal financial planning, asset management and investment advisory services; Financial planning; Personal and business financial planning, investment advisory services, wealth management services; Financial planning and management; Tax planning and preparation; Estate and financial trust planning; Financial retirement plan services and consulting; Bank and credit union consulting services	09/12/2023
MARINER PLATFORM SOLUTIONS Financial and business consulting and advisory services; Investment consulting, management and advisory services; Financial services, namely, wealth management services; Personal financial planning, asset management and investment advisory services; Financial planning; Personal and business financial planning, investment advisory services, wealth management services; Financial planning and management; Financial investment and retirement plan services and consulting; Financial advisor support services; Independent investment advisor supports services	09/12/2023

See all trademarks and details in the Full Report.

Market Share of Mariner Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Mariner Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Mariner Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MARINER WEALTH ADVISORS	Overland Park, KS	100
BATS GLOBAL MARKETS HOLDINGS	Lenexa, KS	45
CREATIVE PLANNING	Overland Park, KS	34
PRIME CAPITAL INVESTMENT ADVISORS	Overland Park, KS	12
TORTOISEECOFIN INVESTMENTS PARTNERS	Overland Park, KS	2
RPS FINANCIAL GROUP	Leawood, KS	1

Future Competition: Mariner Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Mariner Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)