RIA Intel›Advisers›Ohio›MARINER WEALTH ADVISORS-CINCINNATI, LLC

MARINER WEALTH ADVISORS-CINCINNATI, LLC

Advisory

N·CINCINNATI, OH

Data as of Jul 23, 2018 · Source: SEC Form ADV

Total AUM
$2.8B
1-Year AUM Growth
+23.8%
3-Year CAGR
+13.6%
Employees
23
Assets Under Management
Total AUM$2.8B
Discretionary AUM$2.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees23
Investment Advisers37
Employee Growth (1Y)—
Filing History
Total Filings on Record28
First FilingOct 8, 2012
Latest FilingJul 23, 2018
🔒 Full AUM trend chart and 28 historical filings spanning 6+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on MARINER WEALTH ADVISORS-CINCINNATI, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →