About Mariner
Mariner is a company based in Overland Park (United States) founded in 2006 by Bruce Kusmin was acquired by LPL Financial in April 2026. It operates as a Professional Services. Mariner has completed 38 acquisitions, including Arbor Wealth, Authent Advisors and Azhth.com. Mariner offers products and services including Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services. Mariner operates in a competitive market with competitors including MassMutual, Point Digital Finance, Erie Insurance, Unum and American Family Insurance, among others.
- Headquarter Overland Park, United States
- Founders Bruce Kusmin
- SectorsFinancial Services
- Website category Finance · Investing
- Phone•••• ••••
- Website marinerwealthadvisors.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Atlas Financial Holdings (Dec 2024)
- Legal Name Mariner Wealth Advisors, Llc
- Latest Funding Round$75M (USD), Debt – Conventional
Jan 2022
- InvestorsLPL Financial
& 2 more
- Investments & AcquisitionsArbor Wealth
& 37 more
- Acquired by
Products & Services of Mariner
Mariner offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services.
Wealth planning strategies are designed for individual clients.
Investment management services are provided for asset growth.
Tax planning services are offered for optimized returns.
Estate planning solutions are crafted for wealth transfer.
Trust services are managed for asset protection needs.
Apps and channels of Mariner
its YouTube channel Mariner has 2.72K subscribers and 30 videos.
Videos from Mariner
The most watched videos on Mariner's YouTube channel, Mariner (2.72K subscribers). Click a video to play it here.
More on Mariner.
Funding Insights of Mariner
- Total Rounds 1
- Last Round Debt – Conventional — $75M
- First Round $75M
(Jan 2022)
- Investors Count 1
All 1 funding rounds of Mariner with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2022 | $75M | Debt – Conventional | – | – |
3 investors in total: 3 institutional.
Investors in Mariner
Mariner has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include LPL Financial, Atlas Financial Holdings and Penfund.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Penfund is engaged in direct lending to middle-market companies. | – | penfund.com | Toronto, Canada | |
Auto insurance carrier | 2010 | atlas-fin.com | Schaumburg, United States | |
Stock brokerage and financial advisory services are provided to investors. | 1989 | lpl.com | San Diego, United States |
Investor details for Mariner
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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People of Mariner
231 people are tracked at Mariner (59 in leadership, 13 in board & advisors, 159 in team).
| Name | Role | Group |
|---|---|---|
Bruce Kusmin | Co-Founder | Leadership |
Scott Lummer | Managing Director | Leadership |
W. Craig Walker | Managing Director | Leadership |
Jeff Poe | CFO | Leadership |
Tony Roberts | Regional Managing Director | Leadership |
Cheryl Bicknell | COO | Leadership |
Marty Bicknell | CEO & President | Leadership |
Christina Lynn | Director, Wealth Strategist | Leadership |
Andrew Welzel | Director & Senior Wealth Advisor | Leadership |
Liz Hoang | Vp, Advisor Recruiting & Operations | Leadership |
Katrina Radenberg | Chief Investment Officer | Leadership |
Ashton Lawrence | Director, Senior Wealth Advisor | Leadership |
Edward Meier | Director & Senior Advisor | Leadership |
Travis Mlodzik | Director, Tax | Leadership |
Benjamin Voelker | Director, Wealth Strategy | Leadership |
Steve Ruda | Director, Tax | Leadership |
Jason Zanderson | Director, Specialty Tax | Leadership |
Victor Soucy | Director & Senior Wealth Advisor | Leadership |
Mayank Gupta | Chief Human Resources Officer | Leadership |
Bryan Whitesel | Director, Specialty Tax | Leadership |
211 more people are available in the full profile.
Complete people profiles for Mariner
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Mariner
Mariner has strategically engaged in corporate development activities, having acquired 38 companies. Notable acquisitions include Arbor Wealth, Authent Advisors and Azhth.com.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified asset management firm | taurusassetmanagement.com | New York, United States | 2004 | Jun 2025 | •••• | |
Customized wealth management and financial planning services are provided to individuals and businesses. | hpwealth.com | United States | 2014 | May 2025 | •••• | |
Customized financial planning and wealth management strategies are provided. | jenkinswealth.com | Englewood, United States | 2002 | Jan 2025 | •••• | |
Consulting, assurance, accounting, tax, and wealth management services are offered. | cassadyschiller.com | Cincinnati, United States | 1990 | Jan 2025 | •••• | |
Independent investment advisory services are provided to clients. | cia-llc.com | Chicago, United States | 2001 | Jan 2025 | •••• | |
Global investment bank focused on the lower middle market | woodbridgegrp.com | New Haven, United States | 1993 | Sep 2024 | •••• | |
Personalized financial strategies are provided by Klevens Capital Management. | klevenscapital.com | Bellevue, United States | 2005 | Sep 2023 | •••• | |
Wealth and investment management, plus retirement planning services, are offered. | goldfinchwealth.com | Greenville, United States | 2021 | Mar 2023 | •••• | |
Financial planning, insurance, and investment management services are provided. | walkerwealth.com | Fullerton, United States | 1997 | Feb 2023 | •••• | |
Provider of wealth management services | azhth.com | Scottsdale, United States | 2017 | Feb 2023 | •••• |
Complete acquisition details for Mariner
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Mariner
14 dated milestones of Mariner across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Mariner is founded.
- Funding First funding round of $75.0M.
- Acquisition Acquires Azhth.com.
- Acquisition Acquires Walker Wealth.
- Acquisition Acquires Goldfinch Wealth Management.
- Acquisition Acquires Mariner.
- Acquisition Acquires Woodbridge International.
- Exit Acquired by Atlas Financial Holdings.
- Acquisition Acquires Mariner Institutional.
- Acquisition Acquires Cassady Schiller.
- Acquisition Acquires Jenkins Wealth.
- Acquisition Acquires Mariner.
- Acquisition Acquires Taurus Asset Management.
- Exit Acquired by LPL Financial.
Competitors of Mariner
Mariner operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, Point Digital Finance, Erie Insurance, Unum and American Family Insurance, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | – | 10,466 | Mutual life insurance company | |
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| erieinsurance.com | 1925 | Erie, United States | – | 5,700 | Multi-line insurance company | |
| unum.com | 1848 | Chattanooga, United States | – | 9,604 | Insurance services for life, disability, and accident coverage are offered. | |
| amfam.com | 1927 | Madison, United States | – | 13,713 | Personal and business insurance products are provided nationwide. | |
| thrivent.com | 2008 | Blue Springs, United States | – | 6,177 | Financial services are offered by Thrivent as a not-for-profit entity. | |
| milliman.com | 1947 | – | – | – | Milliman is engaged in actuarial consulting and analytics solutions. |
Detailed competitors of Mariner
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Mariner
The website of Mariner (marinerwealthadvisors.com) receives about 51.5K visits a month and ranks #831,124 among all websites worldwide, #7,850 in Investing.
- Monthly visits51.5K
▲ 41.3% vs previous month
- Unique visitors21.3K
per month
- Global rank#831,124
among all websites
- Category rank#7,850
Finance · Investing
- Bounce rate47%
- Pages per visit2.0
- Average visit1 min 18 sec
- DevicesDesktop 53% · Mobile 47%
Websites whose visitors overlap most with Mariner. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| frontierwealth.com | 100% | – | – | View details | |
| epwealth.com | 95% | 17.7K | #1,563,125 | View details | |
| artisanpartners.com | 94% | 25.4K | #983,772 | View details | |
| inclineequity.com | 94% | – | #1,265,888 | View details | |
riabiz.com | riabiz.com | 94% | – | #726,836 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Mariner
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Mariner
Complete news archive for Mariner
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Mariner
10 companies that operate in the same segment as Mariner (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Mariner
Mariner was founded in 2006 and raised its 1st funding round 16 years after it was founded.
Mariner is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
Mariner Wealth Advisors is focused on delivering comprehensive wealth management services. Solutions are provided for individuals and businesses, covering wealth planning, investment management, tax preparation, estate planning, and trust services. Specialized offerings are tailored for executives, professional athletes, medical professionals, and business owners. The firm operates with a collaborative approach, supported by in-house teams to address complex financial challenges across various sectors.
Mariner's top competitors include MassMutual, Erie Insurance and Point Digital Finance.
Mariner offers Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services.
Mariner has made 38 acquisitions, including Arbor Wealth, Authent Advisors, and Azhth.com.
Mariner has 3 investors. Key investors include LPL Financial, Atlas Financial Holdings, and Penfund.
Mariner operates through Mariner Wealth Advisors, Llc.
Yes. Mariner was acquired by Atlas Financial Holdings in December 2024.