When was Mariner Wealth Advisors founded?

Mariner Wealth Advisors was founded in 2006 and raised its 1st funding round 16 years after it was founded.

Where is Mariner Wealth Advisors located?

Mariner Wealth Advisors is headquartered in Overland Park, United States. It is registered at Overland Parl, Kansas.

Who is the current CEO of Mariner Wealth Advisors?

Marty Bicknell of Mariner Wealth Advisors. They are also angel investors in 7 startups, including .

How many employees does Mariner Wealth Advisors have?

As of Mar 31, 2026, the latest employee count at Mariner Wealth Advisors is 2178.

Is Mariner Wealth Advisors a funded company?

Mariner Wealth Advisors is a funded company, having raised a total of $***** in its 1st and only funding round, a Conventional Debt round on Jan 06, 2022.

When was the latest funding round of Mariner Wealth Advisors?

Mariner Wealth Advisors' latest funding was a $***** Conventional Debt round on Jan 06, 2022, with participation from 1 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $915M in funding in 2026 to date.

Where does Mariner Wealth Advisors rank among its competitors?

Mariner Wealth Advisors ranks 11th amongst 3151 active competitors, of which 38 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Wolters Kluwer, which secured an undisclosed amount in Apr, 2023.

Who are the top competitors of Mariner Wealth Advisors?

Mariner Wealth Advisors' top competitors include Wolters Kluwer, MassMutual and American Family Insurance. Among them, Wolters Kluwer secured the most recent funding round in April, 2023.

Mariner Wealth Advisors - 2026 Company Profile, Team, Funding & Competitors

Mariner Wealth Advisors is an acquired company based in Overland Park (United States), founded in 2006 by Marty Bicknell and Bruce Kusmin. It operates as a Wealth Management firm. Mariner Wealth Advisors has raised an undisclosed amount in funding. The company has 3151 active competitors, including 38 funded and 212 that have exited. Its top competitors include companies like Wolters Kluwer, MassMutual and American Family Insurance.

Company Details

Website: marinerwealthadvisors.com
Social
Phone Number: +1 **********
Registered Address: Overland Parl, Kansas

Key Metrics

Founded Year

2006

Location

Overland Park, United States

Stage

Acquired

Latest Funding Round

Conventional Debt, Jan 06, 2022, $*****

Investors

Leonard Green and Partners & 2 more

Ranked

11^th among 3151 active competitors

Employee Count

2,178 as on Mar 31, 2026

Investment & Acquisitions

Taurus Asset Management & 32 more

Similar Companies

Sea & 10381 more

Exit Details

Acquired by LPL Financial (Apr 16, 2026)

View Mariner Wealth Advisors' full profile

Mariner Wealth Advisors is associated with 5 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
MARINER HOLDINGS, LLC CIN: 262766689 , United States, Active	Dec 31, 1999	-	1870 (As on Dec 31, 2024)	-
MARINER WEALTH ADVISORS, LLC CIN: 198143894 , United States, Active	Jun 14, 2022	-	-	-
Mariner, LLC CIN: 0018y00000B5DhAAAV , United States, Active	Apr 01, 2024	-	-	-
MARINER INSURANCE RESOURCES, LLC CIN: 32050185373 , United States, Active	Feb 12, 2013	-	-	-
MARINER WEALTH ADVISORS, LLC CIN: 26-2766689 , United States, Active	Dec 31, 2005	-	1526 (As on Dec 31, 2022)	-

Mariner Wealth Advisors got acquired by LPL Financial on Apr 16, 2026.

Click here to take a look at Mariner Wealth Advisors's acquisition in detail

Mariner Wealth Advisors has raised funding over 1 round. Its latest funding round was a Conventional Debt round on Jan 06, 2022 for $*****. 1 investor participated in its latest round. Mariner Wealth Advisors has 3 institutional investors.

Here is the list of recent funding rounds of Mariner Wealth Advisors:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 06, 2022	2713655	Conventional Debt	1489413	9448366	3572710	6541676

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View details of Mariner Wealth Advisors's funding rounds and investors

The founders of Mariner Wealth Advisors are Marty Bicknell and Bruce Kusmin.

Here are the details of Mariner Wealth Advisors' key team members:

Marty Bicknell: Founder & CEO of Mariner Wealth Advisors. They are also an angel investor in 7 startups.
Bruce Kusmin: Co-Founder of Mariner Wealth Advisors.

View details of Mariner Wealth Advisors's Founder profiles and Board Members

Mariner Wealth Advisors' employee count trend

Mariner Wealth Advisors has 2,178 employees as of Mar 26. Here is Mariner Wealth Advisors's employee count trend over the years:

Employee count trend for Mariner Wealth Advisors

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Top competitors of Mariner Wealth Advisors include Wolters Kluwer, MassMutual and American Family Insurance. Here is the list of Top 10 competitors of Mariner Wealth Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
2nd	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
3rd	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	67/100
4th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	64/100
5th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Freeman Spogli & 1 others	63/100
6th	Empower 1891, Greenwood Village (United States), Unfunded	Financial planning and advisory solution for individuals	-	Level Capital Partners	57/100
7th	Lehman Brothers 1850, New York City (United States), Deadpooled	Global financial advisory firm	-	Disruption Venture Partners, Erste Group & 2 others	56/100
8th	Hilltop Holdings 1998, Dallas (United States), Public	Limited information available	-	Oak Hill, Flexpoint Ford	55/100
9th	Signal Advisors 2018, Detroit (United States), Series A	Provider of financial advisory and insurance services	$16M	Annox Capital, General Catalyst & 8 others	55/100
10th	First Command 1958, Fort Worth (United States), Unfunded	Provider of financial planning and advisory services for military personnel	-	-	55/100
11th	Mariner Wealth Advisors 2006, Overland Park (United States), Acquired	Wealth Management firm	-	Leonard Green and Partners, Penfund & 1 others	54/100

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Mariner Wealth Advisors has not made any investments yet. Mariner Wealth Advisors has made 33 acquisitions.

Here is the list of latest three $acquisitions:

Filter this list

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Jun 05, 2025	Acquisition	Taurus Asset Management	2004	New York (United States)
May 01, 2025	Acquisition	Hpwealth	2014	United States
Jan 15, 2025	Acquisition	Jenkins Wealth	2002	Englewood (United States)

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See all acquisitions by Mariner Wealth Advisors

Here is the latest report on Mariner Wealth Advisors's geography:

Free

US Fintech Quarter Funding Report

Edition: Quarter 1, 2026 (41 Pages)

View all reports related to Mariner Wealth Advisors

Media has covered Mariner Wealth Advisors for a total of 13 events in the last 1 year, 3 of them have been about company updates and 1 about partnerships.