What services does Mariner provide?

Mariner provides a range of wealth management services, including wealth planning, investment management, tax planning and preparation, estate planning, trust services, and insurance solutions for individuals, businesses, and institutions.

What is Mariner's approach to wealth management?

Mariner's approach is designed to create a financial strategy that changes with the client, providing wealth advice that is intended to last. They have an in-house team of wealth management professionals to offer a collaborative and sophisticated approach to their clients.

How can clients work with Mariner?

Clients can work with Mariner by contacting them directly to chat with their team of advisors. Mariner has a local presence across the country, allowing them to provide wealth management services from advisors focused on helping clients navigate their financial future.

What sets Mariner apart from other wealth management firms?

Mariner's key differentiator is their collaborative approach, where their advisors have access to an in-house team of wealth management professionals. This allows them to offer more sophisticated solutions to their clients, providing "wealth on your level."

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Mariner

$110.0M revenue • 500 employees • 467 1st St Suite 201, Los Altos, CA, 94022, United States

Last Updated Sep 15, 2026

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Company Overview

Company Name

Mariner

Address

467 1st St Suite 201, Los Altos, CA, 94022, United States

Website

marinerwealthadvisors.com

Phone

(650) 240-7933

Approx. Annual Revenue

$110.0M

Employees

500

Established

2006

Locations

About Mariner

Mariner Wealth Advisors is a financial services company headquartered in West Hartford, Connecticut, with approximately 1,001 employees. The company provides a range of wealth management services, including investment management, tax planning, estate planning, and insurance solutions, catering to both individual and institutional clients.

Business Profile

Read from the Mariner website on Oct 11, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 8/10 · Current copyright year 2026; Detailed services and team information; Clear navigation and contact options
Footer copyright year: 2026

Recent changes

What changed on the Mariner website and Google listing, as detected by Coldlytics on each visit.

Oct 13, 2026
Google reviews went from 4 to 5

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Mariner locations

90 Google Business Profile listings, showing 30.

Location	Google category	Reviews	Status
467 1st St Suite 201, Los Altos, CAprimary	—	—	Claimed
4001 Whipple Ave NW Suite 202, Canton, OH	Financial planner	—	Claimed
200 W M.L.K. Blvd Suit 1000, Chattanooga, TN	—	—	Claimed
229 E Main St, Manasquan, NJ	Financial planner	—	Claimed
1701 Cochran Rd 2nd Floor, Pittsburgh, PA	Financial planner	—	Claimed
3001 PGA Blvd Ste 105, Palm Beach Gardens, FL	—	—	Claimed
3801 PGA Blvd Suite 600, Palm Beach Gardens, FL	—	—	Claimed
100 Brodhead Rd Ste 140, Bethlehem, PA	Financial planner	—	Claimed
300 Tamal Plaza Suite 175, Corte Madera, CA	Financial planner	—	Claimed
590 Pearl St Ste 251, Eugene, OR	Financial planner	—	Claimed
180 Park Ave Ste 201, Florham Park, NJ	—	—	Claimed
1313 N Webb Rd Ste 230, Wichita, KS	Financial planner	—	Claimed
5000 Ritter Rd Suite 202, Mechanicsburg, PA	Financial planner	—	Claimed
1055 Westlakes Dr Suite 300, Berwyn, PA	Financial planner	—	Claimed
410 Foulk Rd #200A, Wilmington, DE	Financial planner	—	Claimed
609 SW 8th St 6th Floor, Bentonville, AR	Financial planner	—	Claimed
11225 SE 6th St Ste C-260, Bellevue, WA	—	—	Claimed
601 University Ave #265, Sacramento, CA	Financial planner	—	Claimed
1114 Lost Creek Blvd Ste 260, Austin, TX	—	—	Claimed
2000 Auburn Dr #460, Beachwood, OH	Financial planner	—	Claimed
4509 Creedmoor Rd Ste 201, Raleigh, NC	—	—	Claimed
4200 E Skelly Dr #950, Tulsa, OK	Financial planner	—	Claimed
3477 Corporate Pkwy Ste 100, Center Valley, PA	Financial planner	—	Claimed
40 Pearl St NW Ste 400, Grand Rapids, MI	—	—	Claimed
601 W 1st Ave Ste 1400, Spokane, WA	—	—	Claimed
7500 Dallas Pkwy Ste 250, Plano, TX	Financial planner	—	Claimed
17767 N Scottsdale Rd Ste 310, Scottsdale, AZ	—	—	Claimed
2 Overhill Rd #400, Scarsdale, NY	Financial planner	—	Claimed
39500 High Pointe Blvd Ste 300, Novi, MI	Financial planner	—	Claimed
38710 Woodward Ave #230, Bloomfield Hills, MI	Financial planner	—	Claimed

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Frequently Asked Questions about Mariner

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Key Decision Makers

Austin Harkrader National Facilities Manager

Cassandra Miller Executive Assistant

Jeff Poe Chief Financial Officer

Marty Bicknell Founder & CEO

Alexander Blanco Director