Mariner Platform Solutions, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 305418
· SEC file 801-117332
· Overland Park, KS
· www.linkedin.com
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ADV data as of Jun 10, 2026
- Regulatory AUM
- $7.3B
- Discretionary
- $6.6B
- Clients
- 4,307
- Avg AUM / client
- $1.7M
- Accounts
- 14,426
- Employees
- 161
AUM over time
$0
$7.3B
Aug 2019
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,686 | $1.1B | 15.4% |
| High net worth individuals | 1,575 | $5.9B | 80.6% |
| Charitable organizations | Fewer than 5 clients | $3.5M | 0.05% |
| Corporations and other businesses | 46 | $287M | 3.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Robinson & Cole Savings Plan Robinson & Cole Llp | 2024 | |
| Allianz Asset Management Of America 401(k) Savings And Retirement Plan Allianz Asset Management Of America Llc | 2024 | |
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| Netatwork, Llc 401(k) Profit Sharing Plan Netatwork, Llc | 2024 | |
| Delta 401(k) Retirement Plan For Pilots Delta Air Lines, Inc. | 2024 | |
| Cooley Llp Salary Deferral And Profit Sharing Plan Cooley Llp | 2024 | |
| Latham & Watkins 401(k) Savings And Profit Sharing Plan Latham & Watkins Llp | 2024 |
People (130)
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) | |
| Anne Jenelle Dorian | General Counsel | Aug 2019 (7y) | Less than 5% | |
| Bicknell, Cheryl, Renee | Chief Operating Officer | Aug 2019 (7y) | Less than 5% | |
| Katrina Delores Radenberg | Chief Investment Officer | Aug 2019 (7y) | Less than 5% | |
| Martin Christopher Bicknell | Chief Executive Officer | Aug 2019 (7y) | Less than 5% | |
| Henson, Gary, Paul | Elected Manager | Jul 2021 (5y) | GP / trustee / elected manager of Mwa Holdco, Llc (indirect) | |
| Seiffer, Jonathan, Adam | Elected Manager | Jul 2021 (5y) | GP / trustee / elected manager of Mwa Holdco, Llc (indirect) | |
| Hanau, Jennifer, Leigh | National Managing Director | Jan 2024 (3y) | Less than 5% | |
| Augustine, Heather, Dawn | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Charles Raymond Mays | Registered representative | Jul 2020 (6y) | ||
| Branch Patrick Lawson | Registered representative | CFP | Sep 2020 (6y) | |
| Gurpreet J Khalsa | Registered representative | Oct 2020 (6y) | ||
| Adam Byron Clark | Registered representative | CFP Personal Financial Specialist | Sep 2021 (5y) | |
| Eric William Mundwiller | Registered representative | Personal Financial Specialist | Sep 2021 (5y) | |
| Alan Mitchell Gelb | Registered representative | CFP | Mar 2022 (4y) | |
| Brett Matthew Nelson | Registered representative | CFP | Mar 2022 (4y) | |
| Christine H Canapari | Registered representative | Chartered Financial Consultant | Mar 2022 (4y) | |
| Daniel Robert Legault | Registered representative | CFP | Mar 2022 (4y) | |
| David Adam Paley | Registered representative | Mar 2022 (4y) | ||
| David Andrew Noosinow | Registered representative | Mar 2022 (4y) | ||
| Jacqueline Marie Lewis | Registered representative | CFP | Mar 2022 (4y) | |
| Laurel Beth Mann | Registered representative | CFP | Mar 2022 (4y) | |
| Madison Suzanne Held | Registered representative | Mar 2022 (4y) | ||
| Richard George Hansen | Registered representative | CFP CFA | Mar 2022 (4y) | |
| Ryan Barnett Goldenhar | Registered representative | CFP CFA | Mar 2022 (4y) | |
| James Donovan Shagawat | Registered representative | CFP Chartered Financial Consultant | Mar 2022 (4y) | |
| Matthew Michael Regan | Registered representative | Mar 2022 (4y) | ||
| Raymond Carl Prospero | Registered representative | Chartered Financial Consultant | Mar 2022 (4y) | |
| Megan Mcneill Logee | Registered representative | Chartered Financial Consultant | Mar 2022 (4y) | |
| Chadwick Ryan Canine | Registered representative | CFP CFA | Mar 2022 (4y) | |
| Eric May | Registered representative | CFP | Apr 2022 (4y) | |
| Frank Brooks Bertsch | Registered representative | Apr 2022 (4y) | ||
| Chase Wilson Mauro | Registered representative | Apr 2022 (4y) | ||
| David Jon Mauro | Registered representative | CFP | Apr 2022 (4y) | |
| Alison Morgan Roth | Registered representative | CFP CFA | May 2022 (4y) | |
| Mark William Harris | Registered representative | CFP | May 2022 (4y) | |
| Anthony Nicholas Ferraiolo | Registered representative | CFP | May 2022 (4y) | |
| Omar A Morillo | Registered representative | CFP Chartered Financial Consultant | May 2022 (4y) | |
| Rachel Ann Vega | Registered representative | CFP | Jun 2022 (4y) | |
| Niraj Chhabra | Registered representative | CFP | Jul 2022 (4y) | |
| Ian David Murray | Registered representative | Jul 2022 (4y) | ||
| Audry J Batiste | Registered representative | CFP | Nov 2022 (4y) | |
| Joel Suarez | Registered representative | CFP Chartered Financial Consultant | Nov 2022 (4y) | |
| Alfred Alexander Cantilina | Registered representative | CFP | Dec 2022 (4y) | |
| Keith Andrew Plywaczynski | Registered representative | CFP | Apr 2023 (3y) | |
| Tara Marie Hill | Registered representative | CFP | Apr 2023 (3y) | |
| Aryeh Moses Mentzel | Registered representative | May 2023 (3y) | ||
| David Adam Solomon | Registered representative | CFP | May 2023 (3y) | |
| Evan T Beach | Registered representative | CFP | Jul 2023 (3y) | |
| Aaron Mazer | Registered representative | CFP | Jul 2023 (3y) | |
| Christian Mclam Hutchins | Registered representative | CFP | Aug 2023 (3y) | |
| Daniel Adam Lindenberg | Registered representative | CFP | Sep 2023 (3y) | |
| John Han | Registered representative | Chartered Financial Consultant | Oct 2023 (3y) | |
| Christopher Vail Maxtone Graham | Registered representative | Oct 2023 (3y) | ||
| Craig Robert Norris | Registered representative | CFP | Jan 2024 (3y) | |
| Daniel Carl Saladino | Registered representative | CFP | Jan 2024 (3y) | |
| Andrew Brian Douille | Registered representative | Jan 2024 (3y) | ||
| Stephen Adam Mazer | Registered representative | Jan 2024 (3y) | ||
| Jesse Joel Brown | Registered representative | CFP | Jan 2024 (3y) | |
| Brian Arthur Kinney | Registered representative | Mar 2024 (2y) | ||
| William C Munro | Registered representative | Mar 2024 (2y) | ||
| Douglas Daniel Coe | Registered representative | CFP | Mar 2024 (2y) | |
| Gregory James Karanzalis | Registered representative | Mar 2024 (2y) | ||
| Kevin M Peterson | Registered representative | CFP | Mar 2024 (2y) | |
| Patrick Michael Shaw | Registered representative | CFP | Mar 2024 (2y) | |
| Robert Everett Ciullo | Registered representative | Chartered Financial Consultant | Apr 2024 (2y) | |
| Mark Allan Hajek | Registered representative | CFP | Jul 2024 (2y) | |
| Tammy Lynn Symons | Registered representative | CFP | Aug 2024 (2y) | |
| Benjamin Robert Kurtis | Registered representative | Aug 2024 (2y) | ||
| Jarrod Dean Hart | Registered representative | CFP Chartered Financial Consultant | Sep 2024 (2y) | |
| Samuel Power Boyd | Registered representative | CFP | Sep 2024 (2y) | |
| Jay Dixon Ahlbeck | Registered representative | Chartered Financial Consultant | Sep 2024 (2y) | |
| Michael Terence Manghum | Registered representative | Oct 2024 (2y) | ||
| Susan T Gillespie | Registered representative | Oct 2024 (2y) | ||
| Paul David Burns | Registered representative | CFP | Oct 2024 (2y) | |
| Kyle Grimm Dixon | Registered representative | Oct 2024 (2y) | ||
| Luke G Preaus | Registered representative | Nov 2024 (2y) | ||
| Charles Bennett Sachs | Registered representative | CFP | Nov 2024 (2y) | |
| Alicia Anne Kelley | Registered representative | Nov 2024 (2y) | ||
| Cheryl Ann Sutter | Registered representative | Dec 2024 (2y) | ||
| Edward Joseph Pipkin | Registered representative | Dec 2024 (2y) | ||
| Larry Philip Isaacs | Registered representative | Jan 2025 (2y) | ||
| Michael Stewart Glenn | Registered representative | CFP | Jan 2025 (2y) | |
| Elias Solomon Friedman | Registered representative | CFP | Jan 2025 (2y) | |
| Alexander Dale Larson | Registered representative | Apr 2025 (1y) | ||
| Chad P Tramp | Registered representative | CFP | Apr 2025 (1y) | |
| Scott Edwin Hitchcock | Registered representative | Apr 2025 (1y) | ||
| Christine Marie Newberry | Registered representative | May 2025 (1y) | ||
| Mayelin Alvarez | Registered representative | Jul 2025 (1y) | ||
| Joseph Francis Thomason | Registered representative | CFA | Sep 2025 (1y) | |
| Kyle Ryan Briggs | Registered representative | Sep 2025 (1y) | ||
| Murray Carlyle Kinlaw | Registered representative | Sep 2025 (1y) | ||
| Scott Theodore Cislo | Registered representative | Sep 2025 (1y) | ||
| Bryan Richard Dearolf | Registered representative | CFP Chartered Financial Consultant | Sep 2025 (1y) | |
| Scott Martin Ferguson | Registered representative | CFP Chartered Financial Consultant | Sep 2025 (1y) | |
| Brian Andrew Hill | Registered representative | CFP | Oct 2025 (1y) | |
| Edith Grant Meyer | Registered representative | Oct 2025 (1y) | ||
| Edward Charles Schoeb | Registered representative | Oct 2025 (1y) | ||
| Robert Roger Malcolm | Registered representative | Oct 2025 (1y) | ||
| Will Henry Meyer | Registered representative | CFP | Oct 2025 (1y) | |
| Amelia Clifford Ostenson | Registered representative | CFP | Oct 2025 (1y) | |
| William Powell | Registered representative | Nov 2025 (1y) | ||
| Matthew P Kubicek | Registered representative | CFP | Jan 2026 (1y) | |
| Brianna Blount Wilks | Registered representative | CFP | Jan 2026 (1y) | |
| Jonathan Joseph Wilks | Registered representative | CFP Chartered Financial Consultant | Jan 2026 (1y) | |
| Mackenzie Kate Delaune | Registered representative | Jan 2026 (1y) | ||
| Rebekah Morein | Registered representative | Jan 2026 (1y) | ||
| Ethan Bowling | Registered representative | CFP Chartered Financial Consultant | Jan 2026 (1y) | |
| Luke Anthony Costa | Registered representative | CFP | Jan 2026 (1y) | |
| Nicole Belanger | Registered representative | Feb 2026 (0y) | ||
| Kori Jean Manus | Registered representative | Mar 2026 (0y) | ||
| Kristoffer Alexander Klingelhoeffer | Registered representative | CFP CFA | Apr 2026 (0y) | |
| Regan Michael Takes | Registered representative | CFP | Apr 2026 (0y) | |
| Stanley Jason Rapert | Registered representative | Apr 2026 (0y) | ||
| Hunter Jake Stobaugh | Registered representative | Apr 2026 (0y) | ||
| Casey August Clure | Registered representative | CFP | Apr 2026 (0y) | |
| Christopher Quigley | Registered representative | CFA | Apr 2026 (0y) | |
| Jason R Clark | Registered representative | CFA | Apr 2026 (0y) | |
| John Buckingham | Registered representative | Apr 2026 (0y) | ||
| Dar Mark Baruchim | Registered representative | May 2026 (0y) | ||
| Molly Sheehan Talty | Registered representative | Chartered Financial Consultant | May 2026 (0y) | |
| Eden Jiwon Chang | Registered representative | CFP | May 2026 (0y) | |
| Robert Griffith | Registered representative | Personal Financial Specialist | May 2026 (0y) | |
| Charles Joseph Boulware | Registered representative | CFP | May 2026 (0y) | |
| Phillip Alexander Edwards | Registered representative | May 2026 (0y) | ||
| Jennifer Scaglione | Registered representative | Jun 2026 (0y) | ||
| Alyssa Lauren Tacconelli | Registered representative | Jun 2026 (0y) | ||
| Jeffrey Donald Metzger | Registered representative | CFP | Jul 2026 (0y) | |
| Roy Guia | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mariner Advisor Network, Llc | Managing Member | Mar 2023 | A | 75% or more |
| 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 Wealth Advisors, Llc | Managing Member | Mar 2023 | B | ≈ 56.25% – 100% via Mariner Advisor Network, Llc |
| 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 Wealth Advisors, Llc: 75% – 100% of Mariner Advisor Network, Llc × 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 (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Robinson & Cole Savings Plan | Robinson & Cole Llp | 388 | $294M | 01/01/2024 |
| Allianz Asset Management Of America 401(k) Savings And Retirement Plan | Allianz Asset Management Of America Llc | 2,228 | $2.2B | 01/01/2024 |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| Netatwork, Llc 401(k) Profit Sharing Plan | Netatwork, Llc | 338 | $24.0M | 01/01/2024 |
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
| Cooley Llp Salary Deferral And Profit Sharing Plan | Cooley Llp | 2,641 | $1.3B | 01/01/2024 |
| Latham & Watkins 401(k) Savings And Profit Sharing Plan | Latham & Watkins Llp | 4,864 | $3.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 2.19 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
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $3.8B (51% of AUM) Jun 2026
- National Financial Services (Fidelity) $3.5B (48% of AUM) Jun 2026
- Fidelity Brokerage Services $1.1B (47% of AUM) Jan 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: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗