Investment adviser · CRD 305418
MARINER INDEPENDENT
Investment adviser filing (IA)
MARINER PLATFORM SOLUTIONS, LLC
OVERLAND PARK, KS, United States · Form ADV filed Aug 13, 2026
- Regulatory AUM
- $7.34B Form ADV · Item 5.F
- Client accounts
- 14,426 Accounts, not individual clients
- Employees
- 161 Reported in this filing
- Advisory professionals
- 106 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,575 | $5,919,270,175 | 80.6% |
| Individuals | 2,686 | $1,132,420,011 | 15.4% |
| Corporations & businesses | 46 | $286,559,660 | 3.9% |
| Charities | Fewer than 5 | $3,513,466 | 0.0% |
Filing source
Form ADV 2125966 · Aug 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5700 WEST 112TH STREET, SUITE 500OVERLAND PARK, KS, 66211, United States
CRD 305418
Filing source
Form ADV 2125966 · Aug 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.