Top Executive: Martin C. Bicknell
4200 W. 115th Street, Suite 100
Leawood , KS 66211
RIA department info:
Contact: Brian O'Regan
Q&A:What is the service or product you offer to RIAs?
Mariner Wealth Advisors’ goal is to help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. To do so, we seek to partner with leading wealth advisors who share our vision of providing comprehensive wealth planning services to help clients achieve their goals.
We provide advisors with industry-leading resources and support so they are free to focus on managing client relationships first and foremost. We remove the distractions that so often plague advisors by providing back-office support related to finance, operations, compliance, legal, marketing, human resources, information technology and new business development. We provide access to best-in-class systems and resources. We know that in order to succeed as a firm, we need the talent and experience of a national network of trusted advisors. In order for you to succeed for your clients, you need the support and resources of an industry leader. You will find it at Mariner Wealth Advisors.How do you differentiate your offering from competitors?
Mariner has been nationally ranked as a top advisor by Barron’s several years in a row.*
We believe that providing clients the attention they deserve is beyond the capacity of any one individual. That’s why we take a team approach to serving clients.
One differentiator for our firm is that we separate the roles of business development and asset management from ongoing advice. This ensures that our advisory teams are free to focus on doing what’s best for clients, with an open architecture investment philosophy and no requirement to generate new business for the firm. It also ensures that each team member can focus on doing what he or she does best – either providing exceptional service to current clients, or working to develop new relationships.* Barron’s ranked Marty Bicknell and the teams at Mariner the #2 independent financial advisor nationally in 2013. Barron’s also ranked Bicknell the #1 advisor in the state of Kansas for 2009, 2010, 2011, 2012 and 2013. The recognitions are based upon information for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm. What else would you like to say about your business?
Mariner Wealth Advisors is an independent, national advisory firm that provides unbiased advice focused on meeting client needs. Our services include:
- Financial planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement planning services
- Insurance consulting
How Mariner Holdings is angling to become a $3-billion 401(k) company overnight by co-opting a local SageView officeThe $40-billion RIA/asset manager plans to combine $2 billion from Randy Long's RIA to $1 billion of existing 401(k) assets
Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altarThe RIA principals are distributing the online asset manager service to fellow RIAs, and Fidelity is quelling an uproar of demand from RIA clients for robo answers for the mass affluent
By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas Is it the water supply, fate or a bizarre coincidence that Peter Mallouk and Marty Bicknell, Barron's No. 1 and No. 2 advisors for two years running, are based in the same obscure 12,000-household suburb?
|The CEO of Mariner Holdings prefers not to throw his wealth management clients to the M&A wolves when they liquidate big companies|
In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from SchwabMariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies
|The Kansas-based serial buyer's Mariner, now with $9.5 billion of assets, is knocking down big down-to-earth deals|
A 32-year-old Kansas advisor -- at all upheaval costs -- followed his mentor to Mariner Wealth AdvisorsLosing clients and leaving money on the table are risks that more young advisors are willing to take, especially with social media as a viable workaround to the non-solicitation straitjacket
|Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell|
Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict disciplineRIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers
The explosive growth to $20 billion AUM of Marty Bicknell's second roll-up-like venture, Montage Investments, and where his $8 billion wealth manager fits inWith admirers saying he takes a page from Warren Buffett, the Mariner Wealth CEO 's side bet on disenfranchised, unappreciated A-grade money managers
|A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg|
How a Kansas wealth manager ate New York -- or at least one of its big advisory firms -- owned by an Arthur Andersen orphanIn latest RIA taunt to Wall Street, Marty Bicknell ends an 11-month deal moratorium by placing his Mariner flag in the Big Apple
|After amassing $6 billion in his RIA and $18.5 billion in his asset manager, the Mariner Holdings chief is opening FirstPoint, its Old Navy for the impecunious to fill a Gap|
What happened when Fidelity Investments called 25 deal-making protagonists to its Boston sanctum for a talk about the suboptimal RIA M&A marketDavid Canter recounts what his company set out to do, who showed up and what the pooling of ideas yielded
|The ex-Fidelity RIA exec will oversee the spending of private-equity capital on behalf of Peter Raimondi's burgeoning RIA|
|2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords|
Marty Bicknell self-declares a slowdown after bringing on $700 million more of RIA assets to punctuate an epic streak of dealsThe Mariner CEO's personal barnstorming led to more than tripling his firm's assets from $2 billion to $6.5 billion with Brinton Eaton as 2012's finishing touch
|Mariner Wealth Advisors brushed aside a host of competitive bids to absorb Cincinnati-based RiverPoint -- a rare jewel for its size, quality and availability|
|The executive proved an adept turnaround artist; now the RIA-owned company is left to search for his replacement|
|First it was CBIZ, now Orizon Investment Counsel, and Marty Bicknell doesn't plan to stop there as he notes accounting firms want to get back to their core business|
|In an intra-Kansas City move, Marty Bicknell lures Bill Greiner from Scout Investment Advisors|
|CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company|
|Mariner Wealth Advisors has reached a critical size where professional management is called for|
|Mariner Holdings passes $8 billion of AUM; still eyeing $50 billion|
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