Mariner Wealth
AUM: $81,106.93M
1,498 Total Employees
100 Teams
Founded: 2006
Insights:
- Has 74.9% of their assets with High-net-worth individuals
- Lists 51.51% of their SMA assets with Charles Schwab & Company
- Total AUM increased 23.12% ($65,874,566,238 to $81,106,925,484)
Cerity Partners LLC
Cerity Partners LLC is a financial advisory firm that aims to improve the financial well-being of its clients through objective financial advice. They cater to high-net-worth individuals, businesses, and nonprofit organizations. Their services go beyond investments, as they bring together a team of experts including attorneys, tax advisors, financial planners, and investment professionals to address the diverse aspects of a client’s financial life. This comprehensive approach, along with their private partnership business model, has established them as one of the leading investment advisers in the nation, attracting talented and passionate financial advisors who share their commitment to serving clients ethically.
It is worth noting that Cerity Partners LLC reserves the right to retain and monitor all electronic communications, subject to applicable law. They are not responsible for any content posted by third-parties and do not endorse or recommend any statements made by them. While they may engage with third-party content, such engagement should not be construed as a recommendation, and the value, accuracy, or suitability of such content is not guaranteed by Cerity Partners LLC.
AUM: $80,573.11M
Family Office AUM: $3,000M
909 Total Employees
Founded: 2009
Insights:
- Has 73.06% of their assets with High-net-worth individuals
- Works with high-net-worth individuals & accredited investors
- Lists 72.16% of their SMA assets with Charles Schwab & Company
- Offers: 529 Plans, Asset Management, and Business Succession
- Total AUM increased 51.08% ($53,330,936,591 to $80,573,112,032)
Assetmark, Inc.
AUM: $65,618.27M
709 Total Employees
Founded: 1998
Insights:
- Has 71.33% of their assets with Individuals
- Works with high-net-worth individuals
- Lists 100.00% of their SMA assets with Assetmark
- Offers: Asset Management, Estate Planning, and Financial Planning
- Advisory clients increased from 430,186 to 466,482
- Total AUM increased 18.84% ($55,215,464,971 to $65,618,270,379)
Fiducient Advisors LLC
AUM: $55,897.06M
218 Total Employees
Founded: 1995
Insights:
- Has 40.09% of their assets with Retirement Plans
- Works with high-net-worth individuals
- Lists 56.62% of their SMA assets with Charles Schwab & Company
- Offers: Asset Management, Estate Planning, and Financial Planning
- Advisory clients increased from 1,979 to 2,042
- Total AUM increased 39.67% ($40,020,772,510 to $55,897,061,358)
GW&K INVESTMENT MANAGEMENT, LLC
AUM: $50,695.32M
181 Total Employees
Founded: 2002
Insights:
- Has 76.48% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 51.44% of their SMA assets with Merrill Lynch
- Offers: Asset Management, Estate Planning, and Financial Planning
- Advisory clients increased from 48,372 to 49,231
- Total AUM increased 8.31% ($46,803,858,104 to $50,695,320,951)
