Fourth Street Performance Partners
Fourth Street Performance Partners is an SEC-registered independent institutional investment consulting firm serving organizations, founded in 2006 and headquartered in Covington, United States, operating alongside an affiliated integrated wealth advisory platform serving high-net-worth individuals and specialized professional segments.
- Company typePrivate
- Founded2006
- HeadquartersCovington, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Fourth Street Performance Partners does
Fourth Street Performance Partners is described in firmographic data as an SEC-registered, independent institutional investment consulting company serving organizations, headquartered in Covington, United States, founded in 2006, and operating with an 11-50 employee footprint. Pricing is not publicly disclosed and is provided on a contact-for-quote basis, consistent with a relationship-driven consulting model rather than a self-serve product offering.
Aggregated source material is dominated by a parallel, affiliated wealth advisory platform operating under the Mariner brand (marinerwealthadvisors.com), whose data appears interspersed with Fourth Street's firmographic profile. To the extent this affiliated platform characterizes the operating context: Mariner Wealth Advisors, LLC, founded in 2006, provides integrated wealth management for high-net-worth individuals and specialized professional client segments including business executives, professional athletes, dental professionals, business owners and medical professionals. Core offerings combine wealth planning, investment management, tax planning and preparation, estate planning, trust services, risk advisory and insurance solutions delivered by in-house specialists; institutional and business offerings add financial wellness, specialty tax services, institutional cash management, investment banking and valuation advisory, a Financial Institutions Group, and Mariner Outsourced Portfolio Solutions for advisor platforms.
The go-to-market is a direct advisory sales motion supported by content marketing through an Insights blog, webinars, the 'Your LifeSimplified' podcast and an e-newsletter. The firm has held top-five positions in the Barron's Top 100 RIA ranking every year from 2016 through 2024 and was ranked #6 Mega RIA in 2025 (Mega RIA threshold: $70B in assets). Co-presidents Neil Heppler and Kenneth P. Dorger are identified. No M&A activity, funding rounds, ownership changes or patent/IP disclosures are recorded, and no AI, API or integration capability is referenced.
Fourth Street Performance Partners firmographics
Firmographics- Name
- Fourth Street Performance Partners
- Legal name
- Mariner Wealth Advisors, LLC
- Website
- https://fourthst.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fourth Street Performance Partners is an SEC-registered independent institutional investment consulting firm serving organizations, founded in 2006 and headquartered in Covington, United States, operating alongside an affiliated integrated wealth advisory platform serving high-net-worth individuals and specialized professional segments.
- Ownership category
- akta.pro rank
Where Fourth Street Performance Partners is headquartered
LocationHeadquarters
- HQ city
- Covington
- HQ country
- United States
- HQ region
- North America
Markets served
Fourth Street Performance Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Distribution channels1 record
Marketing channels5 records
Fourth Street Performance Partners product offering
Product offeringCore offering
Fourth Street Performance Partners is an SEC-registered independent institutional investment consulting company serving organizations. The firm provides investment advisory and consulting services to institutional clients, headquartered in Covington, United States, and was founded in 2006 with 11-50 employees.
Product overview
Mariner Wealth Advisors offers a comprehensive wealth management platform with integrated financial services for individuals and businesses. The core offering is a unified platform combining wealth planning, investment management, tax planning, estate planning, risk advisory, trust services, and insurance solutions. For businesses, additional services include institutional portfolio management, financial wellness programs, executive financial planning, specialty tax services, institutional cash management, and investment banking advisory. The firm also offers an outsourced portfolio solutions program for other advisors and firms, as well as a Mariner Independent program for joining independent advisors.
Differentiator
Problem solved
Functional benefit
Products and services
- Institutional Investment Consulting
Companies that use Fourth Street Performance Partners
Customer profileSegments6 records
Ideal customer profiles1 record
Fourth Street Performance Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fourth Street Performance Partners partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights5 records
Fourth Street Performance Partners competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: The flagship wealth management entity within the same corporate family that the company data references; provides integrated wealth planning, investment management, tax, estate, and insurance services to HNW individuals and institutions with comparable service breadth.
- Creative Planning: One of the largest independent RIAs in the U.S., offering integrated wealth management, tax, and estate planning to HNW clients; directly comparable in scale, integrated-service model, and Barron's Top RIA status.
- Bessemer Trust: Specialist wealth and investment management firm serving ultra-high-net-worth families with integrated investment, trust, and family-office services; directly comparable in integrated specialist team model and HNW focus.
- Homrich Berg: Privately held, fee-only RIA serving HNW individuals and families with integrated wealth management, tax, and estate planning; comparable in integrated specialist model and HNW client focus.
- Aspiriant: Independent, fee-only RIA providing integrated wealth management, tax, and investment services to HNW households; comparable in integrated advisor model and emphasis on coordinated specialty advice.
- Mercer Advisors: National RIA serving HNW clients with integrated wealth management, tax planning, estate, and trust services; comparable in integrated specialist team approach and growing through RIA roll-ups.
Broad incumbents
- Fisher Investments: Large institutional and HNW asset manager with discretionary portfolio management; overlaps in investment advisory and serves a comparable high-net-worth and institutional client base, though more focused on portfolio management than full wealth planning.
- Edelman Financial Engines: Large hybrid RIA combining traditional advisor-led planning with a digital advice platform; comparable in serving HNW and mass-affluent clients with integrated financial planning and tax services.
- Russell Investments: Global investment solutions firm serving institutional and HNW investors with portfolio management, financial planning, and outsourced CIO services; comparable in institutional consulting and integrated advisory offerings.
- Cetera Financial Group: Independent advisor platform supporting financial advisors with investment, tax, and practice management services; comparable in supporting independent advisor affiliation programs and offering outsourced portfolio solutions.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Fourth Street Performance Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fourth Street Performance Partners leadership team
Management profileNumber of profiles
Profiles2 records
Fourth Street Performance Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fourth Street Performance Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fourth Street Performance Partners
What does Fourth Street Performance Partners do?
Fourth Street Performance Partners is an SEC-registered independent institutional investment consulting company serving organizations. The firm provides investment advisory and consulting services to institutional clients, headquartered in Covington, United States, and was founded in 2006 with 11-50 employees.
Is Fourth Street Performance Partners a public or private company?
Fourth Street Performance Partners is a private company. It is classified as unknown and is currently operating.
When was Fourth Street Performance Partners founded?
Fourth Street Performance Partners was founded in 2006. It employs 11 to 50 people.
Where is Fourth Street Performance Partners based?
Fourth Street Performance Partners is headquartered in Covington, United States, in the North America region.
Who are Fourth Street Performance Partners's main competitors?
Direct peers on record are Mariner Wealth Advisors, Creative Planning, Bessemer Trust, Homrich Berg, Aspiriant and Mercer Advisors. Broad incumbents are Fisher Investments, Edelman Financial Engines, Russell Investments and Cetera Financial Group.
Does Fourth Street Performance Partners have an API?
No public API is recorded for Fourth Street Performance Partners.