What does Mariner Wealth Advisors do?
What does Mariner Wealth Advisors do?
Mariner Wealth Advisors provides investment advice and portfolio management for clients. The firm usually works in a discretionary fashion, meaning its advisors can make trades on behalf of a client.
Who owns Mariner Wealth Advisors?
Marty Bicknell
Mariner is majority-owned by chief executive Marty Bicknell (pictured), who founded the firm in 2006 after he left his branch manager job at brokerage firm A.G. Edwards. The Overland Park, Kan. -based company is a serial acquirer of RIAs and has made 24 acquisitions over the last 15 years.
Who is captrust?
Captrust is an independent registered investment advisory firm headquartered in Raleigh, North Carolina, with other offices nationwide. The firm manages the portfolios of wealthy and middle-income individuals and families, including business owners, professional athletes and certain retirement plan participants.
How many employees does Mariner Wealth Advisors have?
Summary
| Assets: | $35b |
|---|---|
| Advisors: | 368 |
| Branches: | 46 |
| States: | 28 |
| Employees: | 777 |
What is an RIA firm?
A Registered Investment Advisor (RIA) is an individual financial advisor or a company that provides its clients with financial advice. Unlike other types of financial advisors, RIAs have a fiduciary duty to act in your best interest.
Is Mariner an RIA?
It Just Added Its 9th Since July. Mariner Wealth Advisors, one of the most aggressive advisor aggregators in the industry, has struck again, announcing plans to purchase a $770 million firm as it builds out its presence in California and expands its work with retirement plans.
How much is Marty Bicknell worth?
Marty Bicknell: $22 Billion and Counting.
Is CAPTRUST a good company?
CAPTRUST is one of the largest registered investment advisor (RIA) firms in the U.S., as it currently manages hundreds of billions of dollars in client assets. The firm, which is based in Raleigh, North Carolina, has nearly 12,000 individual clients, around 40% of whom are high-net-worth individuals.
Is CAPTRUST a broker dealer?
(In the Enter Broker-Dealer’s Full Name field, please type in CAPFINANCIAL SECURITIES LLC.) CAPTRUST Financial Advisors (also known as “CapFinancial Partners, LLC”) is an investment adviser registered under The Investment Advisers Act of 1940. The principals of CAPTRUST have operated as an advisory team since 1989.
How many clients does Mariner Wealth Advisors have?
Mariner Wealth Advisors manages $35.0 billion and provides investment advisory services for 22,868 clients (1:75 advisor/client ratio).
What is an RIA vs CFP?
Unlike the CFP designation, “RIA” is not a professional designation, and does not signify any special training or qualifications. The only qualifications to register as an RIA are to pass the Series 65 examination or maintain a Series 7 and Series 66 with a broker-dealer firm.
What is the difference between a financial advisor and an RIA?
