Mariner Independent Advisor Network, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 283824
· SEC file 801-107913
· Overland Park, KS
· WWW.BROWNFSG.COM
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ADV data as of May 26, 2026
- Regulatory AUM
- $9.6B
- Discretionary
- $9.6B
- Clients
- 16,241
- Avg AUM / client
- $589K
- Accounts
- 27,362
- Employees
- 174
AUM over time
$1.3B
$9.6B
May 2016
May 2026
Annual snapshots from Form ADV filings · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13,898 | $3.8B | 39.9% |
| High net worth individuals | 2,202 | $5.5B | 57.5% |
| Pension and profit sharing plans | 3 | $3.5M | 0.04% |
| Charitable organizations | 54 | $127M | 1.32% |
| Corporations and other businesses | 84 | $118M | 1.23% |
People (25)
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) | |
| Bicknell, Cheryl, Renee | Chief Operating Officer | 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 | Chief Executive Officer | 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 | Sep 2022 (4y) | Less than 5% | |
| Katrina Delores Radenberg | Chief Investment Officer | Sep 2022 (4y) | Less than 5% | |
| Poe, Jeffrey, Allen | Chief Financial Officer | Sep 2022 (4y) | Less than 5% | |
| Hanau, Jennifer, Leigh | National Managing Director | Jan 2024 (3y) | Less than 5% | |
| Augustine, Heather, Dawn | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Johnpaul Lonardo | Registered representative | Jul 2017 (9y) | ||
| Adeline Jasmine Bellot | Registered representative | Jul 2017 (9y) | ||
| Christopher Eric Vargas | Registered representative | Jun 2023 (3y) | ||
| Phillip Stephen Mahoney | Registered representative | CFP | Jun 2023 (3y) | |
| Wendy Ann Hammond | Registered representative | Jul 2023 (3y) | ||
| Mason Bodie Monroe | Registered representative | Aug 2023 (3y) | ||
| Mark Levy | Registered representative | Sep 2023 (3y) | ||
| Martin Major Mcclellan | Registered representative | Sep 2023 (3y) | ||
| Jon Bruce Park | Registered representative | Dec 2023 (3y) | ||
| Elise Marie Levy | Registered representative | Dec 2023 (3y) | ||
| Colten Jasper Mellows | Registered representative | May 2025 (1y) | ||
| Nicholas Rl Cohee | Registered representative | CFP | May 2025 (1y) | |
| Ian K Foo | Registered representative | Nov 2025 (1y) | ||
| Danial Matthew Khan | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Honor Bound Partners, Llc | Managing Member | Apr 2016 | A | 75% or more |
| Mariner Platform Solutions | Managing Member | Sep 2022 | B | ≈ 56.25% – 100% via Honor Bound Partners, Llc |
| Mariner Wealth Advisors, Llc | Managing Member | Mar 2023 | B | ≈ 31.64% – 100% via Mariner Advisor Network, Llc |
| Green Equity Investors Side Viii L.P. | Member | Apr 2021 | B | 75% or more of Gei Viii Mw Blocker Llc (indirect) |
| 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 Advisor Network, Llc | Managing Member | Mar 2023 | B | ≈ 42.19% – 100% via Mariner Platform Solutions |
| Gei Viii Mw Blocker Llc | Member | Apr 2021 | B | 50% – 75% of Gei Viii Mw Aggregator Llc (indirect) |
| Lgp Feeder, L.P. | Limited Partner | Nov 2022 | B | 50% – 75% of Leonard Green & Partners, 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) |
| The Danhakl Revocable Trust | General 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) |
| Mwa Midco, Llc | Manager | Jun 2021 | B | GP / trustee / elected manager of Mariner Wealth Advisors, Llc (indirect) |
| Mwa Holdco, Llc | Manager | Jun 2021 | B | GP / trustee / elected manager of Mwa Midco, Llc (indirect) |
| Peridot Coinvest Manager Llc | Manager | Apr 2021 | B | GP / trustee / elected manager of Gei Viii Mw Aggregator Llc (indirect) |
| Gei Capital Viii, Llc | General Partner | Jun 2019 | B | GP / trustee / elected manager of Green Equity Investors 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) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mariner Platform Solutions: 75% – 100% of Honor Bound Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Mariner Wealth Advisors, Llc: 75% – 100% of Mariner Advisor Network, Llc × 75% – 100% of Mariner Platform Solutions × 75% – 100% of Honor Bound Partners, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Mariner Advisor Network, Llc: 75% – 100% of Mariner Platform Solutions × 75% – 100% of Honor Bound Partners, Llc × 75% – 100% direct ≈ 42.19% – 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 1.89 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $6.9B (73% of AUM) May 2026
- Charles Schwab & Co. $2.1B (22% of AUM) May 2026
- Fidelity Brokerage Services $69.1M (1% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗