Navigate Common Challenges:
Overcome Your Advisory Firm's Biggest Obstacles

12 Challenges Advisors Face Daily

Between back-office operations, technology issues, compliance concerns and everything in between, is your business keeping up? Download our white paper and discover how to navigate the daily challenges of running your firm.

In Their Own Words

Learn How Advisors Grow With The Network 

Giti Khalsa

“My affiliation with Mariner Advisor Network allows me to deliver a boutique experience for my clients, serving as a true fiduciary, backed by institutional thought leadership and support.”

Giti Khalsa
Pace Wealth Advisors

Lizz Schneider

“I could make more of an impact with my clients and pursue my business plan the way I wanted to, with a supportive team around me to help make it happen.”

Lizz Schneider
Infinity Wealth Company 

Rehan Chaudhry

“I have the freedom, flexibility and financial rewards of owning my businesswithout the headaches.”

Rehan Chaudhry
Partner Advisor

The advisor’s personal comments may not be representative of the experience of other advisors, and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients, nor do they represent the experiences of any clients.

Spend More Time Growing, and Less Time Running, Your Business

Feeling overwhelmed by all the logistics that come with managing a business? Learn how to maintain your independence while gaining the support you need to succeed.
12 Challenges Advisors Face Daily

CEO's Take:
Why Choose the Network?


Marty and Tagline


Client Acquisition
1. A flexible service model that includes six areas of focus to help you build and grow your practice.
Back Office Support
2. Back-office support frees up time for clients. 
3. Access to a larger infrastructure and network while maintaining the independence you deserve.
12 Challenges Advisors Face Daily

You’re Not Alone – Learn Solutions to Common Problems 

Despite loving your career, as an independent advisor you’re bound to face challenges. Learn how to tackle common hurdles so you can focus on what matters most.

ALM Think Advisor

RIAs 'Must Do More to Justify Their Fees': Mariner Wealth's Bicknell

“When Bicknell founded the firm in 2006 with seven others and $300 million in assets under advisement, the goal was to keep clients at the center of all the firm did, according to the company. Bicknell wanted to build a company that could simplify clients’ lives by providing all the resources they needed under one roof.” click here. 

You focus on your clients. We'll provide the support to help you grow. 

Barron's Top Five

Leveraging the Best Practices of Top-Ranked Mariner Wealth Advisors for Advisor Support, We Help Advisors Grow Their Practices, Especially as the Industry Evolves.

Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 - 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 - 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit

Download Now to Overcome Your Challenges Today 

We offer all the services needed by financial advisors to maintain and grow their business while supporting their clients.

Fill out the form to download our guide.