Mariner Wealth
AUM: $81,106.93M
1,498 Total Employees
104 Teams
Founded: 2006
Insights:
- Has 74.9% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 51.51% of their SMA assets with Charles Schwab & Company
- Offers: 529 Plans
- Advisory clients increased from 36,484 to 40,961
- Number of employees increased from 1,465 to 1,498
- 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
- Advisory clients increased from 11,815 to 16,499
- Number of employees increased from 577 to 909
- Total AUM increased 51.08% ($53,330,936,591 to $80,573,112,032)
Kestra Advisory Services LLC
$48,324.32M AUM
1266 Total Employees
193 Teams
Founded 1998
Insights:
- Has 55.72% of their assets with High-net-worth individuals
- Works with high-net-worth individuals
- Lists 100.00% of their SMA assets with Fidelity/Nfs
- Offers: Asset Management, Business Succession, and Estate Planning
- Advisory clients increased from 93,146 to 96,465
- Number of employees decreased from 1,311 to 1,266
- Total AUM increased 15.62% ($41,795,124,579 to $48,324,319,629)
Mercer Global Advisors Inc.
$45,350.2M AUM
1020 Total Employees
3 Teams
Founded 2008
Insights:
- Has 75.7% of their assets with High-net-worth individuals
- Works with high-net-worth individuals & accredited investors
- Lists 70.10% of their SMA assets with Charles Schwab & Company
- Offers: 529 Plans
- Advisory clients increased from 25,171 to 28,395
- Number of employees increased from 900 to 1,020
- Total AUM increased 29.05% ($35,141,673,366 to $45,350,198,548)
Avantax Advisory Services
$41,695.73M AUM
2478 Total Employees
284 Teams
Founded 1987
Insights:
- Has 50.84% of their assets with Individuals
- Works with high-net-worth individuals & accredited investors
- Lists 100.00% of their SMA assets with Fidelity/Nfs
- Offers: 529 Plans
- Advisory clients increased from 87,330 to 92,399
- Number of employees increased from 2,433 to 2,478
- Total AUM increased 34.64% ($30,968,246,116 to $41,695,726,722)
