MARINER INSTITUTIONAL, LLC
Winter Park, United States · CRD 111964
SEC-registered investment adviser since 2001 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$2.8bn
- Main clients (by assets)Charities 38%, Pension plans 20%, High net worth individuals 18%
- Websitemarinerwealthadvisors.com
- Form ADV · 2026-08-05SEC adviser record
- Kindinstitutions
- Others nearbyWinter Park, FL, Saint Louis, MO, Leawood, KS, Chicago, IL, Cincinnati, OH, Villa Park, IL
As an employer
- Staff (Form ADV)148 · 148 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Winter Park, FL (main office)United States | about 56 |
| Clayton, MOUnited States | 28 |
| Overland Park, KSUnited States | 15 |
| Chicago, ILUnited States | 10 |
| Cincinnati, OHUnited States | 9 |
| Oakbrook Terrace, ILUnited States | 6 |
| Pittsburgh, PAUnited States | 6 |
| Plano, TXUnited States | 4 |
| Bloomfield Hills, MIUnited States | 3 |
| Reno, NVUnited States | 3 |
| Omaha, NEUnited States | 2 |
| Rockland, MAUnited States | 2 |
4 more cities
| Greenville, SCUnited States | 1 |
| Newport Beach, CAUnited States | 1 |
| Tulsa, OKUnited States | 1 |
| West Chester, OHUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.