Case Study

How Mariner Advisors Scaled Estate Planning Nationwide with Hargrove

Mariner Wealth Advisors, founded in 2006, has grown to become a major wealth advisory firm with over 800 advisors across 44 states and Puerto Rico. Managing approximately $98.6 billion in assets, Mariner provides comprehensive wealth management services including investment management, tax planning and preparation, and estate planning. Barron’s has ranked Mariner in their top five RIAs for nine consecutive years since 2016.