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SUBMIT A TIP RECEIVE DAILY NEWS ACCOUNT
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 * News
     
   * * Latest News
         
       * * Finra Sidelines Ex-Merrill Broker Who Managed $2-Billion Florida Team
       * * J.P. Morgan Private Bank Pulls $1 Billion-Plus Teams from Wells
           Fargo, Wealthspire in NYC
       * * SEC Chief Takes Aim at Payment-for-Order Flow in Sweeping Plans for
           Stock Markets
       * * Merrill Lynch Signs Veteran UBS Exec Santucci, Shuffles NJ Managers
         
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     * Advisor Moves
         
       * * Rockefeller Buys Advisory Practice in Florida with $1.5 Bln AUM
       * * Rockefeller Lassoes $2.2-Mln Solo UBS Private Wealth Broker in Dallas
       * * Rockefeller Opens Seattle Office with $5.2-Mln Morgan Stanley Team
       * * First Republic and UBS Pluck Managers from J.P. Morgan Advisors on
           Both Coasts
         
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     * Enforcement
         
       * * Merrill to Reimburse Customers $15.2 Million for Mutual Fund Sales
           Overcharges
       * * First Republic to Pay $1.8M to Settle SEC Charges over Revenue
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At a Glance

Providing comprehensive wealth advice has become more complex over the years.
For those who do not have a team approach, the advisors are required to be
experts in every facet of wealth management. When you’re a part of Mariner
Wealth Advisors, we surround you with the resources to help make you successful
in navigating your client to their goals.

 * Ranked Top 5 RIA by Barron’s 2016 – 20211.
 * Culture is Key – For more than 15 years, our culture has centered around
   putting the client first. We feel strongly about it; we’ve built it into our
   mission statement: Client First, Associate Second, Shareholder last.
 * Bifurcation of Duties – We separate giving advice from business development,
   investment management and back office…Your only job is providing advice and
   retaining clients. 
 * Advisory solutions – We make it easy for you to advise your clients on all
   aspects of their financial life by having trust services, tax planning and
   preparation, investment banking and valuation group, retirement plan
   solutions and insurance solutions. 

When you join Mariner Wealth Advisors, you no longer need to be a jack of all
trades. We cover the back-end of doing business for you and you will no longer
be responsible for bringing in new business. In the words of senior wealth
advisor Suzanne Wheeler, separating business development and the running of the
firm from working with the clients is a tremendous asset.




TRANSITIONING TO MARINER WEALTH ADVISORS: WE MAKE IT EASY

Switching firms and transitioning your clients can seem daunting and
overwhelming. We make the transition easy for you and your clients.

--------------------------------------------------------------------------------

 * Dedicated transition team is with your every step of the way as you join our
   firm
 * Dedicated service teams at several major custodians support you and your
   clients through the onboarding process
 * 100% of Mariner Wealth Advsiors’ tools, resources and back office support
   such as compliance, marketing and IT are available on day 1
 * Also on your first day, operations will begin handling tasks such as trading,
   billing, reporting and more








RESOURCES FOR YOU

Providing comprehensive wealth advice has become more complex over the years.
For those who do not have a team approach, the advisors are required to be
experts in every facet of wealth management. When you are part of Mariner Wealth
Advisors, we surround you with resources to help make you successful in
navigating your clients to their goals.

We have built a comprehensive team with experience in the areas of tax advice
and preparation, estate planning and wealth transfer, retirement plans and risk
management. Offering these under one roof saves clients time and reduces the
changes of an element being overlooked.




IN THE NEWS

M&A Players Call the Top for RIA Valuations

Mariner Wealth Advisors to Acquire Arbor Wealth Management

Mariner Wealth Advisors Acquires Viewpoint Financial Network

Mariner Wealth Advisors Acquires Granite Investment Advisors

Mariner Wealth Advisors to Acquire Cascadia Advisory Services, LLC

Mariner Wealth Advisors Acquires Sivel Capital Management

Mariner Wealth Advisors to Acquire Robinson, Tigue, Sponcil Private Wealth
Management

Mariner Wealth Advisors to Acquire Savant Investment Group, LLC

Mariner Wealth Advisors Acquires Barley Mill Asset Management

Mariner Wealth Advisors Acquires Vaughn Wealth Management

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CONTACT MARINER WEALTH ADVISORS

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Marty Bicknell, CEO and president of Mariner Wealth Advisors, joins Dave Barton
from Mercer Advisors, Rush Benton from CAPTRUST and John Furey from Advisor
Growth Strategies to discuss the current M&A climate around wealth advisory
firms.



1Barron’s awarded the 2021 and 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms
rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth
Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon
data compiled for Mariner Holdings’ registered investment adviser subsidiaries.
The number of firms included in the rankings were: 20 (2016), 30 (2017), 40
(2018), 50 (2019) and 100 (2020 and 2021). Barron’s publishes rankings based
upon a number of criteria and the firms’ filings with the SEC were used to
cross-check the data provided. The listing includes numbers of clients,
employees, advisors, offices and state locations. The award is not indicative of
future performance and there is no guarantee of future investment success. For
additional information visit www.barrons.com.

For Investment Professional Use Only.

MWA does not provide all services listed in this piece. Some services are
provided by affiliates and are subject to additional fees. Additional fees may
also apply for tax planning and preparation services.

Mariner Wealth Advisors (“MWA”), is an SEC registered investment adviser with
its principal place of business in the State of Kansas. Registration of an
investment adviser does not imply a certain level of skill or training. MWA is
in compliance with the current notice filing requirements imposed upon
registered investment advisers by those states in which MWA maintains clients.
MWA may only transact business in those states in which it is notice filed or
qualifies for an exemption or exclusion from notice filing requirements. Any
subsequent, direct communication by MWA with a prospective client shall be
conducted by a representative that is either registered or qualifies for an
exemption or exclusion from registration in the state where the prospective
client resides. For additional information about MWA, including fees and
services, please contact MWA or refer to the Investment Adviser Public
Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure
statement carefully before you invest or send money.

Securities offered through MSEC, LLC, Member FINRA & SIPC.




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