Mariner Wealth Advisors

Founded in 2016, Zoe Financial is a New York-based company that connects individuals with independent, fiduciary financial advisors. It screens advisors based on qualifications, expertise, and client-advisor ratio to ensure personalized financial planning.

Founded in 2005 and based in Newport Beach, California, Ocean Heights Advisors was a wealth management firm specializing in advanced financial planning for high-net-worth individuals, families, executives, and entrepreneurs across the United States. The firm's assets were managed by its executive management team until its acquisition by Mariner, a national financial services firm, on April 1, 2025.

Jenkins Wealth is a professional services firm specializing in wealth management. It offers a range of services including investment strategies, employee benefits, life insurance, and retirement planning, tailored to meet the unique financial goals and needs of individual investors. The company's approach emphasizes comprehensive financial planning and investment strategies designed to deliver satisfying returns while minimizing volatility.

Triton Financial Group is a professional services firm specializing in fee-based financial advisory services for both individuals and businesses. They offer a broad range of services, including comprehensive financial planning, investment management, college financial assistance, wealth management, support for aging parents, business succession planning, and risk management. The company prides itself on providing impartial counsel, exceptional personal service, and the convenience of a one-stop-shop for clients seeking to make informed financial decisions in both their personal and business lives.

Cassady Schiller CPAs & Advisors specializes in accounting, wealth management, and business growth services to help clients achieve financial growth.

Atlas Financial is a financial planning firm that provides consultancy, business continuity, and wealth transfer services.

The Newport Advisory Company exists to enable the wealthy to discover, plan, invest, and safeguard their assets, in order to ensure a financial legacy for the future. In financial situations, many different pieces require juggling, making wealth management an overwhelming process. They have discovered that establishing trust between them and their clients through long-term advising relationships that showcase their characters has helped their clients find peace when aligning their values, goals, and dreams with their total financial picture. There is so much more to their process than simply financial planning and asset management.

Dispatch helps independent financial advisors to build ideal firms through strategic investments and advanced technology.

Confluence Financial Planning is a provider of wealth management services designed for both individuals and businesses. The firm specializes in a range of financial services, including retirement planning, tax and insurance planning, cash management, investment management, estate planning, and trust services. By leveraging a high level of expertise across complex financial specialties, Confluence Financial Planning develops customized long-term strategies tailored to the unique financial situations of its clients. This comprehensive approach aims to help clients effectively manage and grow their wealth while addressing their specific financial needs and goals.

Walker Wealth is an investment management firm that specializes in providing strategic wealth planning and management services tailored for medical professionals, business owners, entrepreneurs, retirees, and families. The firm is dedicated to offering unbiased advice aimed at achieving long-term investment success. Walker Wealth prioritizes professional support and education, ensuring that clients receive informed guidance throughout their financial journeys. The company operates with a strong commitment to trust, integrity, and respect, fostering a collaborative environment to meet the unique needs of each client.

The Financial Services Network offers a group of business, investment, and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. Their services include business consulting, portfolio consulting, compliance and operations, virtual administration, business transitions, and technology consulting.

Arbor Wealth Management, LLC is a privately owned investment management firm based in Miramar Beach, Florida, established in 2010. The firm specializes in providing comprehensive financial services to high net worth individuals, families, charitable organizations, and corporations. Arbor Wealth Management operates as a fee-only, fiduciary registered investment advisory firm, emphasizing transparency with a flat-fee schedule for its offerings. Its services encompass investment advisory, financial planning, retirement planning, estate planning, trust services, and tax planning, aimed at assisting clients in effectively planning for their financial futures. The firm utilizes both fundamental and technical analysis in its investment strategies, ensuring a tailored approach to meet the unique needs of its clientele.

Viewpoint Financial Network Securities are offered through Commonwealth Financial Network, member FINRA/SIPC.

RTS Private Wealth Management maintains high-quality investments, diversification, and minimizing risk and expenses.

Savant Investment Group is an investment advisory firm specializing in wealth management and retirement planning services. The company caters to both individual and pension clients, offering a wide range of financial guidance. Its services include private wealth management, retirement plan development, home financing and refinancing advice, tax-efficient investment strategies, private investment evaluations, asset protection solutions, and business evaluations. By providing tailored retirement planning services that adapt to changing circumstances, Savant Investment Group aims to help clients achieve their financial objectives effectively.

Vaughn Wealth is a wealth management firm based in Orlando, Florida, specializing in a comprehensive range of financial services. The company offers financial planning, estate and tax planning, retirement planning, investment management, asset allocation, insurance solutions, and risk management. By providing these services, Vaughn Wealth aims to help clients achieve financial stability and effectively manage their wealth. The firm focuses on delivering personalized strategies tailored to the unique needs of each client, ensuring a holistic approach to financial well-being.

FCG Advisors is a wealth management firm based in Chatham, New Jersey. Established in 1994, it offers investment advisory services, including customized planning and retirement advice.

Channel Islands Group specializes in estate, tax, trust, and insurance planning and develops customized wealth management plans focused on transparency and client trust. The firm provides integrated financial, mortgage, and legal services under one roof to support professional investment management and strategic wealth planning. It leverages Channel Islands Law Group to offer legal services for real estate and business planning, reinforcing a comprehensive approach to wealth management and succession planning.

AdvicePeriod is an SEC-registered investment advisor founded in 2014 and based in Los Angeles, California. The firm specializes in wealth management by providing clients with actionable planning advice complemented by objective investment guidance. Its services encompass a wide range of financial needs, including trust and estate planning, cash flow management, philanthropic guidance, portfolio tax minimization, insurance review, investment management, retirement planning, and risk management. Additionally, AdvicePeriod offers CFO services and caters to various sectors, including legal services, private equity, aviation, and marine. By focusing on essential financial decisions, AdvicePeriod aims to help clients achieve their financial objectives and shape their legacies for future generations.

Founded in Sarasota, Florida in 1997, Allegiant Private Advisors offered comprehensive wealth management services to individuals and businesses until its acquisition by Mariner Wealth Advisors.

Snappy Kraken is a software-as-a-service marketing platform for financial advisors that automates, personalizes, and tracks marketing campaigns and related business processes. The platform provides ready-made campaigns composed of email drip sequences, social media posts, and advertisements, enabling advisors to deploy multi-step marketing programs across multiple channels. It includes a dashboard to calculate marketing return on investment, supports client nurturing campaigns, and facilitates content creation and delivery, helping advisors manage outreach more efficiently.

SMS Capital Management, Inc. specializes in providing tailored wealth management solutions to high-net-worth individuals and families, including business owners, corporate executives, attorneys, and medical and dental professionals. The firm focuses on addressing the unique financial needs of clients who are often dedicated to their careers but prioritize the well-being of their families. In addition to wealth management, SMS's clientele is engaged in philanthropic activities, reflecting their commitment to community involvement. In June 2019, SMS Capital Management was acquired by Mariner Wealth Advisors, further expanding its capabilities in serving affluent clients.

For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning. The Singer Xenos advisory team brings expertise based on decades of experience in financial planning and investment banking, in addition to bankruptcy law, corporate law and estate tax planning law. Singer Xenos clients benefit from this integrated approach to wealth management services, with a comprehensive range of financial services that are designed to meet each client’s unique current and long term goals. South Florida’s most well regarded name in wealth management, Singer Xenos distinguishes itself by providing highly personalized services to a select client base. In addition to offering a high staff-to-client ratio, the firm caters to the specific needs of its customers, providing the services of advisors that are specifically trained and experienced in the unique needs of women, entrepreneurs, international professionals and Spanish-speaking individuals. Nationally renowned for its commitment to client success, Singer Xenos is ranked among the 100 most exclusive wealth advisors by Worth Magazine. The firm is one of the largest independent, fee-based wealth management firms in Florida.

Authent Advisors is a financial advisory firm that specializes in providing comprehensive financial planning and management services. The company focuses on helping individuals and corporations achieve financial independence and secure their financial future. Its offerings include investment and asset management, as well as tax preparation and consulting services. By prioritizing the unique goals of its clients, Authent Advisors aims to facilitate the attainment of their financial objectives through tailored solutions and expert guidance.

Patriot Wealth Management, Inc. is a comprehensive financial management firm based in Houston, Texas, founded in 2004. As a registered investment adviser, it offers a range of financial services, including investment management, financial planning, and consulting tailored to the needs of individuals, high net worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm specializes in managing equity, fixed income, and balanced portfolios, focusing on investments in public markets and utilizing mutual funds and exchange-traded funds. Patriot Wealth Management employs various analytical methods, including fundamental and technical analysis, to inform its investment strategies, supplemented by external research. As of January 1, 2019, the firm operates as a subsidiary of Mariner Wealth Advisors.

Hyre Personal Wealth Advisors is a professional services firm specializing in comprehensive wealth management. They provide tailored financial, investment, and estate planning services to a diverse clientele, including individuals, business owners, and those navigating significant life changes. The company's approach involves offering objective guidance, in-depth portfolio analysis, and dedicated commitment to help clients navigate complex financial landscapes and work towards their unique financial goals.