Filings through .
Mariner Wealth Advisors, LLC
Matched across 46 name variants in the filings
Mariner Wealth Advisors, LLC summary
Mariner Wealth Advisors, LLC appears on 279 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $149.1B in assets for 980,160 participants. The median client plan holds $56.3M. Most client plans are sponsored in OH, KS and CA. The largest clients by plan assets are Apple Inc., United Airlines, Inc. and Delta Air Lines, Inc.. Plans reported $11.1M in direct and indirect compensation paid to Mariner Wealth Advisors, LLC. The median is $30K per plan.
- Participants
- 980,160
- Median plan assets
- $56.3M
- Median plan participants
- 741
- Median fees per plan
- $30K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Apple Inc. | CA | $30.8B | 147,655 |
| United Airlines, Inc. | IL | $19.4B | 21,233 |
| Delta Air Lines, Inc. | GA | $18.3B | 17,720 |
| The Charles Schwab Corporation | TX | $10.7B | 44,603 |
| Latham & Watkins LLP | CA | $3.6B | 8,625 |
| U.S. Anesthesia Partners, Inc | TX | $3.3B | 7,706 |
| Netjets Aviation, Inc. | OH | $2.9B | 4,711 |
| Allianz Asset Management of America LLC | CA | $2.4B | 4,783 |
| Sidley Austin LLP | IL | $2.2B | 6,247 |
| Invesco Holding Company (US), Inc. | GA | $2.2B | 4,845 |
| Quad/Graphics, Inc. | WI | $2.1B | 12,882 |
| Ameriteam Services, LLC | TN | $2.1B | 24,670 |
| BD of Trustees-Legacy Plan of the National Retirement Fund | NY | $2.0B | 176,183 |
| Brown & Brown, Inc. | FL | $2.0B | 15,728 |
| Nov Inc. | TX | $1.9B | 15,155 |
| Lockton, Inc. | MO | $1.7B | 9,677 |
| Cooley LLP | CA | $1.5B | 4,229 |
| Spirit Airlines, LLC | FL | $1.4B | 3,208 |
| Intuitive Surgical, Inc. | CA | $1.3B | 10,580 |
| Littler Mendelson, P.C. | CA | $1.2B | 3,418 |
| Scripps Clinic Medical Group, Inc. | CA | $1.1B | 1,345 |
| Seyfarth Shaw LLP | IL | $1.0B | 2,960 |
| Idaho Power Company | ID | $1.0B | 4,833 |
| Taft Stettinius & Hollister LLP | OH | $1.0B | 2,235 |
| Board of Trustees, Meba Pension Trust-Defined Benefit Plan | MD | $985M | 5,559 |
- Apple Inc.$30.8BCAParticipants 147,655
- United Airlines, Inc.$19.4BILParticipants 21,233
- Delta Air Lines, Inc.$18.3BGAParticipants 17,720
- TXParticipants 44,603
- Latham & Watkins LLP$3.6BCAParticipants 8,625
- TXParticipants 7,706
- OHParticipants 4,711
- CAParticipants 4,783
- Sidley Austin LLP$2.2BILParticipants 6,247
- GAParticipants 4,845
- Quad/Graphics, Inc.$2.1BWIParticipants 12,882
- TNParticipants 24,670
- NYParticipants 176,183
- Brown & Brown, Inc.$2.0BFLParticipants 15,728
- Nov Inc.$1.9BTXParticipants 15,155
- Lockton, Inc.$1.7BMOParticipants 9,677
- Cooley LLP$1.5BCAParticipants 4,229
- Spirit Airlines, LLC$1.4BFLParticipants 3,208
- CAParticipants 10,580
- CAParticipants 3,418
- CAParticipants 1,345
- Seyfarth Shaw LLP$1.0BILParticipants 2,960
- Idaho Power Company$1.0BIDParticipants 4,833
- OHParticipants 2,235
- MDParticipants 5,559
Top client states
- OH42 plans
- KS35 plans
- CA25 plans
- MO22 plans
- PA21 plans
Frequently asked questions
- Who uses Mariner Wealth Advisors, LLC?
- 279 retirement plans list Mariner Wealth Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Apple Inc., United Airlines, Inc., Delta Air Lines, Inc., The Charles Schwab Corporation and Latham & Watkins LLP. Most client plans are sponsored in OH, KS and CA.
- How many plans does Mariner Wealth Advisors, LLC serve?
- Mariner Wealth Advisors, LLC serves 279 retirement plans with $149.1B in plan assets and 980,160 participants, based on the latest Form 5500 filings through 2024.
- What does Mariner Wealth Advisors, LLC charge?
- Plans reported $11.1M in total Schedule C compensation paid to Mariner Wealth Advisors, LLC. The median plan paid $30K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Mariner Wealth Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 2 |
| Capital Group | 2 |
| T. Rowe Price | 2 |
| MFS (Sun Life) | 2 |
| Dodge & Cox | 1 |
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.