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Mariner Holdings was founded in 2006, and has since grown from $300 million in assets under management and eight employees to $35 billion and nearly 450 employees. Based in Leawood, Kan., Mariner focuses on providing wealth and asset management services through its two subsidiaries: Mariner Wealth Advisors and Montage Investments. In August 2014, Mariner Holdings acquired a majority interest in Allied Business Group. Allied will continue to provide investment banking, valuation advisory, and forensic accounting services to clients who are independent of Mariner, as well as to Mariner's existing and future clients. The relationship will also give Allied access to Mariner's industry-leading resources, technology, and personnel, which it will leverage to provide its clients with greater attention and advice as they transition out of their businesses or pursue growth opportunities.
Mariner has been named a Best Place to Work by the Kansas City Business Journal and a Best Company to Work For by Ingram's magazine. Mariner CEO Marty Bicknell was ranked #2 on Barron's 2013 list of the Top 100 Independent Financial Advisors in the U.S., and the #1 financial advisor in the state of Kansas. He has now been ranked in the top ten nationally for a fourth consecutive year, and first in Kansas for the past five years.*
Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind - preserving the wealth they have created and building a legacy for future generations of family and business leaders.
Montage Investments provides institutional-caliber investments to investors and the financial professionals who serve them. Through a family of independent asset managers, unified by deep market insight and fundamental research, Montage offers alternative investment solutions across the spectrum of asset classes and strategies that include mutual funds, closed-end funds and separate accounts.
* Barron's has ranked Martin C. Bicknell and the teams at Mariner among the top independent financial advisors nationally for the past few years. The Barron's recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.