Guided Independence

Lead your way. Scale with strength. Move forward with confidence.

Empowering independent advisors with the freedom to lead their practices—backed by a national network, operational continuity and strategic support.

At Mariner Advisor Network, independence isn’t just a structure; it’s a mindset. Financial advisors have the freedom to grow and scale their businesses on their terms—and can pursue growth with the support of a firm built by advisors, for advisors. Whether you’re transitioning your practice, navigating succession or looking to elevate your value to clients, we provide the resources and support designed to help drive your next chapter.

 

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Why Partner With Us?

Grow on Your Terms

While other firms offer tools or flexibility, we provide a holistic framework, custom-built to help reduce friction and increase advisor capacity.

Here’s what we believe sets us apart:

  • Services tailored to your vision—regardless of how you affiliate—with built-in continuity and succession infrastructure to safeguard your legacy
  • End-to-end support
  • Direct access to deal support and capital advisors
  • Personalized portfolio consulting services

Services

Scalable where it counts. Personal at every stage. Structured to help you meet your clients exactly where they are in their financial journey.

  • Mariner Compliance Oversight
  • Business Transition and Repapering Support
  • Built-in Business Continuity
  • Enhanced Service Support With Broker/Dealer and Custodial Partners
  • Compliance Oversight–Office of Supervisory Jurisdiction (OSJ) and /or RIA Affiliation
  • Consulting on Growth, Operations and Succession

These services are priced separately, and some services are dependent on affiliation.

  • Portfolio Consulting and Trading
  • Tax Planning and Preparation
  • Marketing Strategy and Resources
  • Insurance Solutions
  • Advisor and Staff Recruiting
  • Billing and Reporting Ops