Mariner Institutional, Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 111964
· SEC file 801-58253
· Winter Park, FL
· www.marinerwealthadvisors.com
☆ Save with Pro
ADV data as of Jun 26, 2026
- Regulatory AUM
- $2.8B
- Discretionary
- $2.8B
- Clients
- 59
- Avg AUM / client
- $47.8M
- Accounts
- 59
- Employees
- 148
AUM over time
$21.7M
$2.8B
Dec 2014
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 8 | $514M | 18.2% |
| Pension and profit sharing plans | 14 | $570M | 20.2% |
| Charitable organizations | 19 | $1.1B | 38.5% |
| State or municipal government entities | 8 | $457M | 16.2% |
| Corporations and other businesses | 10 | $196M | 6.93% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Plumbers And Pipefitters Local 168 Retirement Plan Plumbers And Pipefitters Local 168 Retirement Plan | Harmony, PA | 2024 |
| Local 400 Food Terminal Employees' Pension Plan Board Of Trustees Of Local 400 Food Terminal | 2024 | |
| Indiana Electrical Workers Pension Plan Indiana Electrical Workers Pension Trust Fund Ibew | 2024 | |
| Buffalo Laborers Security Fund Board Of Trustees Buffalo Laborers Security Fund | 2024 | |
| Buffalo Laborers Pension Fund Board Of Trustees Buffalo Laborers Pension Fund | 2024 | |
| Plumbers And Steamfitters Local 440 Defined Contribution Plan Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund | 2024 | |
| Ironworkers Local No. 6 Retirement Plan Board Of Trustees Ironworkers Local No. 6 Retirement Plan | 2024 | |
| Ibew Local 56 Employees Deferred Savings Plan Board Of Trustees Ibew Local 56 Employees Deferred Savings Plan | 2024 | |
| Ibew Local Union 668 Employees Pension Plan Ibew Local Union 668 | 2024 | |
| Laborers Pension Trust Fund For Northern Nevada Board Of Trustees, Laborers Pension Trust Fund For Northern Nevada | 2024 | |
| Plasterers Local 1 Pension Plan Plasterers Local 1 Pension Plan | 2024 | |
| Cement Masons Annuity Trust Fund For Northern Neva Board Of Trustees, Cement Masons Annuity Trust Fund Of Northern Nevada | Reno, NV | 2024 |
| Ibew Local 56 Pension Plan Board Of Trustees Ibew Local 56 Pension Plan | 2024 | |
| Toledo Painters And Allied Trades Pension Plan Board Of Trustees Toledo Painters And Allied Trades Pension Plan | 2024 | |
| Plumbers Local #63 Annuity Plan Board Of Trustees Plumbers Local #63 Annuity Plan | Indianapolis, IN | 2024 |
| The Cleveland Glass & Glazing Industry Defined Contribution Plan Joint Board Of Trustees Of Glazier No. 181 & Employers | 2024 | |
| Teamsters Joint Council No. 41 Severance Plan Teamsters Joint Council No. 41 | 2024 | |
| Operating Engineers Local 66 Annuity And Savings Fund Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund | 2024 | |
| Ron Jon Savings And Investment Plan Ron Jon Surf Shop Of Fla., Inc. | 2024 | |
| Ibew Local Union No 607 Pension Trustees Of Ibew Local No 607 Pension Fund | 2024 | |
| Ibew Local No. 143 Pension Plan Ibew Local No. 143 Pension Plan | 2024 | |
| Building Trades Pension Plan Of Western Pennsylvania Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. | 2024 | |
| Masters Mates & Pilots Adjustable Pension Plan Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla | 2024 | |
| Peppermill Casinos, Inc. Retirement Plan Peppermill Casinos, Inc. | 2024 | |
| Michigan Upper Peninsula Intrl Brotherhood Of Elec Workers Pension Plan Michigan Upper Peninsula Ibew | 2024 | |
| Lavelle Industries, Inc. Profit Sharing And 401(k) Savings Plan Lavelle Industries, Inc. | 2024 | |
| Quad/Graphics Diversified Plan Quad/Graphics, Inc. | 2024 | |
| Young Electric Sign Company Profit Sharing 401(k) Retirement Plan And Trust Young Electric Sign Company | 2024 | |
| Messer Construction Co. Hourly Employees' Retirement Plan Messer Construction Co. | 2024 | |
| Transit Management Of Southeast Louisiana, Inc. Retirement Income Plan Transit Management Of Southeast Louisiana, Inc. | New Orleans, LA | 2024 |
| Masters, Mates & Pilots Pension Plan Board Of Trustees Of Masters, Mates & Pilots Pension Plan | 2024 | |
| Bricklayers Pension Plan Of Western Pa Bricklayers Pension Fund Trustees | 2024 | |
| Employer Teamsters Local Nos 175 & 505 Pension Trust Fund Employer Teamsters Local Nos 175 & 505 Pension Trust Fund | South Charleston, WV | 2024 |
| Electrical Workers Local Union 159 Retirement Plan Board Of Trustees Of The Electrical Workers Local Union 159 Retirement | Madison, WI | 2024 |
| Wisconsin Neca Ibew Retirement Plan Trustees Of Wisconsin Neca Ibew | Madison, WI | 2024 |
| Legacy Plan Of The National Retirement Fund Bd Of Trustees Legacy Plan Of The National Retirement Fund | 2024 | |
| Adjustable Plan Of The National Retirement Fund Bd Of Trustees Adjustable Plan Of The National Retirement Fund | 2024 | |
| Baptist Health Care, Inc. Retirement Savings 403(b) Plan Baptist Health Care Corporation | 2024 | |
| Lakeview Center Inc Retirement Savings 403(b) Plan Lakeview Center, Inc. | 2024 | |
| Building Material Drivers Local 436 Pension Fund Board Of Trustees Of Building Matl Drivers Local 436 Pension Fund | 2024 | |
| Painting Industry Profit Sharing Annuity Plan Decorating Painters District Council 6 & Contractors Association | 2024 | |
| Operating Eng Cons Ind Misc. Pension Fund Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund | 2024 | |
| Composition Roofers #4 Annuity Fund Composition Roofers Local #4 Annuity Fund | 2024 | |
| Mears Destination Services, Inc. 401(k) Savings Plan Mears Destination Services, Inc | 2024 | |
| Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re | 2024 | |
| Shopmen's Local No. 499 Pension Plan Board Of Trustees Of The Shopmen's Local No. 499 Pension Plan | Holland, OH | 2024 |
| Insulators Local No. 2 Annuity Plan Board Of Trustees Insulators Local No. 2 Annuity Plan | 2024 | |
| Matthews International Corporation 401(k) Plan Matthews International Corporation | 2024 | |
| Iron Workers Local #397 Annuity Fund Trustees Of Iron Workers Local #397 Annuity Fund | 2024 | |
| Iron Workers Local #397 Pension Fund Iron Workers Local #397 Pension Fund | 2024 | |
| Insulators Local No. 2 Pension Plan Board Of Trustees Insulators Local No. 2 Pension Plan | 2024 | |
| Sheet Metal Workers Local Union No. 12 Annuity Fund Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund | 2024 | |
| Stetson University Defined Contribution Plan Stetson University | 2024 | |
| Retirement Plan Of Idaho Power Company Idaho Power Company | 2024 |
People (27)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Danhakl, John, Glenn | Trustee | Oct 1997 (29y) | GP / trustee / elected manager of The Danhakl Revocable Trust (indirect) | |
| Sokoloff, Jonathan, Davis | Trustee | Oct 1997 (29y) | GP / trustee / elected manager of The Sokoloff Family Trust (indirect) | |
| Searle, Sara, Pennisi | Chief Compliance Officer & Vp, Compliance | Jan 2020 (7y) | Less than 5% | |
| Bicknell, Cheryl, Renee | Elected Manager | Jul 2021 (5y) | Less than 5% | |
| Henson, Gary, Paul | Elected Manager | Jul 2021 (5y) | GP / trustee / elected manager of Mwa Holdco, Llc (indirect) | |
| Martin Christopher Bicknell | Elected Manager | Jul 2021 (5y) | Less than 5% | |
| Seiffer, Jonathan, Adam | Elected Manager | Jul 2021 (5y) | GP / trustee / elected manager of Mwa Holdco, Llc (indirect) | |
| Anne Jenelle Dorian | General Counsel | Apr 2024 (2y) | Less than 5% | |
| Poe, Jeffrey, Allen | Chief Financial Officer | Apr 2024 (2y) | Less than 5% | |
| Pointer, Kenny | Chief Services Officer | Apr 2024 (2y) | Less than 5% | |
| Welker, Michael, Francis | National Managing Director (Mariner Institutional) | Apr 2024 (2y) | Less than 5% | |
| Daniel Vancleve Johnson | Registered representative | Nov 2008 (18y) | ||
| Adam M Dietz | Registered representative | Jun 2024 (2y) | ||
| David Franklin King | Registered representative | CFA | Sep 2024 (2y) | |
| David Kent Stofer | Registered representative | Chartered Financial Consultant | Oct 2024 (2y) | |
| James Jason Tinsley | Registered representative | Oct 2024 (2y) | ||
| Patrick Buckley Sullivan | Registered representative | Oct 2024 (2y) | ||
| Richard J Chaffee | Registered representative | Oct 2024 (2y) | ||
| Thomas Charles Hardy | Registered representative | Oct 2024 (2y) | ||
| Timothy Shepard Duncan | Registered representative | Oct 2024 (2y) | ||
| Robert Lee Woodard | Registered representative | CFP Chartered Financial Consultant CFA | Nov 2024 (2y) | |
| Eric Michael Bokesch | Registered representative | Nov 2024 (2y) | ||
| Tami Lynn Ledger | Registered representative | Nov 2024 (2y) | ||
| Angelyn Rosson | Registered representative | Dec 2024 (2y) | ||
| Jacob William Lecluyse | Registered representative | Jul 2025 (1y) | ||
| Christopher John Rivers | Registered representative | Feb 2026 (0y) | ||
| Kenneth George Seropian | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mariner Wealth | Managing Member | Apr 2024 | A | 75% or more |
| Leonard Green & Partners, L.P. | Manager | Jul 2014 | B | 75% or more of Peridot Coinvest Manager Llc (indirect) |
| Emerald Holdings Ii, L.P. | Limited Partner | Nov 2022 | B | 75% or more of Lgp Feeder. L.P. (indirect) |
| Mariner Wealth Advisors, Llc | Managing Member | Sep 2008 | B | ≈ 56.25% – 100% via Mariner Wealth |
| Green Equity Investors Side Viii L.P. | Member | Apr 2021 | B | 75% or more of Gei Viii Mw Blocker Llc (indirect) |
| Lgp Feeder. L.P. | Limited Partner | Nov 2022 | B | 50% – 75% of Leonard Green & Partners, L.P. (indirect) |
| Gei Viii Mw Blocker Llc | Member | Apr 2021 | B | 50% – 75% of Gei Viii Mw Aggregator Llc (indirect) |
| The Danhakl Revocable Trust | Limited Partner | Jun 2012 | B | 25% – 50% of Emerald Holdings Ii, L.P. (indirect) |
| The Sokoloff Family Trust | Limited Partner | Jun 2012 | B | 25% – 50% of Emerald Holdings Ii, L.P. (indirect) |
| Gei Viii Mw Aggregator Llc | Member | Jun 2021 | B | 25% – 50% of Mwa Holdco, Llc (indirect) |
| Green Equity Investors Viii L.P. | Member | Apr 2021 | B | 25% – 50% of Gei Viii Mw Aggregator Llc (indirect) |
| Gei Capital Viii, Llc | General Partner | Jun 2019 | B | GP / trustee / elected manager of Green Equity Investors Side Viii L.P. (indirect) |
| Lgp Management, Inc. | Manager | Dec 2019 | B | GP / trustee / elected manager of Gei Capital Viii, Llc (indirect) |
| Emerald Holdings I, Llc | General Partner | Aug 2016 | B | GP / trustee / elected manager of Emerald Holdings Ii, L.P. (indirect) |
| Peridot Coinvest Manager Llc | Manager | Apr 2021 | B | GP / trustee / elected manager of Gei Viii Mw Blocker Llc (indirect) |
| Mwa Midco, Llc | Manager | Jun 2021 | B | GP / trustee / elected manager of Mariner Wealth (indirect) |
| Mwa Holdco, Llc | Manager | Jun 2021 | B | GP / trustee / elected manager of Mwa Midco, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mariner Wealth Advisors, Llc: 75% – 100% of Mariner Wealth × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (54)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Plumbers And Pipefitters Local 168 Retirement Plan | Plumbers And Pipefitters Local 168 Retirement Plan | 1,522 | $74.9M | 09/01/2024 |
| Local 400 Food Terminal Employees' Pension Plan | Board Of Trustees Of Local 400 Food Terminal | 0 | $21.4M | 09/01/2024 |
| Indiana Electrical Workers Pension Plan | Indiana Electrical Workers Pension Trust Fund Ibew | 2,806 | $520M | 07/01/2024 |
| Buffalo Laborers Security Fund | Board Of Trustees Buffalo Laborers Security Fund | 908 | $42.0M | 07/01/2024 |
| Buffalo Laborers Pension Fund | Board Of Trustees Buffalo Laborers Pension Fund | 622 | $133M | 07/01/2024 |
| Plumbers And Steamfitters Local 440 Defined Contribution Plan | Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund | 3,535 | $198M | 06/01/2024 |
| Ironworkers Local No. 6 Retirement Plan | Board Of Trustees Ironworkers Local No. 6 Retirement Plan | 209 | $8.3M | 06/01/2024 |
| Ibew Local 56 Employees Deferred Savings Plan | Board Of Trustees Ibew Local 56 Employees Deferred Savings Plan | 326 | $53.5M | 06/01/2024 |
| Ibew Local Union 668 Employees Pension Plan | Ibew Local Union 668 | 1,317 | $96.0M | 06/01/2024 |
| Laborers Pension Trust Fund For Northern Nevada | Board Of Trustees, Laborers Pension Trust Fund For Northern Nevada | 1,388 | $207M | 06/01/2024 |
| Plasterers Local 1 Pension Plan | Plasterers Local 1 Pension Plan | 46 | $13.9M | 06/01/2024 |
| Cement Masons Annuity Trust Fund For Northern Neva | Board Of Trustees, Cement Masons Annuity Trust Fund Of Northern Nevada | 141 | $31.5M | 06/01/2024 |
| Ibew Local 56 Pension Plan | Board Of Trustees Ibew Local 56 Pension Plan | 225 | $71.9M | 05/01/2024 |
| Toledo Painters And Allied Trades Pension Plan | Board Of Trustees Toledo Painters And Allied Trades Pension Plan | 249 | $33.0M | 05/01/2024 |
| Plumbers Local #63 Annuity Plan | Board Of Trustees Plumbers Local #63 Annuity Plan | 179 | $21.3M | 05/01/2024 |
| The Cleveland Glass & Glazing Industry Defined Contribution Plan | Joint Board Of Trustees Of Glazier No. 181 & Employers | 721 | $64.8M | 04/01/2024 |
| Teamsters Joint Council No. 41 Severance Plan | Teamsters Joint Council No. 41 | 92 | $4.1M | 01/01/2024 |
| Operating Engineers Local 66 Annuity And Savings Fund | Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund | 8,768 | $290M | 01/01/2024 |
| Ron Jon Savings And Investment Plan | Ron Jon Surf Shop Of Fla., Inc. | 251 | $19.8M | 01/01/2024 |
| Ibew Local Union No 607 Pension | Trustees Of Ibew Local No 607 Pension Fund | 161 | $22.7M | 01/01/2024 |
| Ibew Local No. 143 Pension Plan | Ibew Local No. 143 Pension Plan | 365 | $80.5M | 01/01/2024 |
| Building Trades Pension Plan Of Western Pennsylvania | Board Of Trustees Building Trades Pension Plan Of Western Pennsylvan. | 1,235 | $115M | 01/01/2024 |
| Masters Mates & Pilots Adjustable Pension Plan | Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla | 953 | $103M | 01/01/2024 |
| Peppermill Casinos, Inc. Retirement Plan | Peppermill Casinos, Inc. | 3,744 | $84.7M | 01/01/2024 |
| Michigan Upper Peninsula Intrl Brotherhood Of Elec Workers Pension Plan | Michigan Upper Peninsula Ibew | 281 | $103M | 01/01/2024 |
Top 25 of 54 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.48 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗