Vaughn Wealth

What Vaughn Wealth does

Mariner Wealth Advisors, LLC is a US-based registered investment advisor (RIA) serving high-net-worth individuals, business owners, executives, professional athletes, dental and medical professionals, and institutional clients. The firm operates through a national network of in-house financial advisors supported by integrated specialist teams in taxes, estate planning, insurance, and investments, positioning itself as a multi-disciplinary wealth platform rather than a single-advisor practice. Core products include Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, Risk Advisory, Trust Services, and Insurance Solutions for individuals, alongside Mariner Institutional, Financial Wellness, Executive Financial Planning, Specialty Tax Services, Institutional Cash Management, Investment Banking and Valuation Advisory, and a Financial Institutions Group for business and institutional clients. Revenue is generated through recurring wealth management and advisory fees (the input characterizes the model as subscription/recurring), with an additional Outsourced Portfolio Solutions (OCIO) sub-product targeting other advisors and firms. Distribution is sales-led and advisor-driven, supplemented by an owned-media marketing engine spanning the Your LifeSimplified podcast, live webinars, an Insights content hub, and an e-newsletter. The firm qualifies for Barron's new Mega RIA tier (threshold $70B AUM) and was ranked #6 Mega RIA in 2025, having been ranked in the top five of Barron's Top 100 RIAs every year from 2016 to 2024.

Name

Vaughn Wealth

Legal name

Mariner Wealth Advisors, LLC

Website

https://vaughnwealth.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Mariner Wealth Advisors is a US-based registered investment advisor serving high-net-worth individuals, business owners, executives, and institutions with integrated wealth planning, investment management, tax, estate, trust, and specialty advisory services through in-house specialists.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Estate planning services
• Tax planning services

Headquarters

HQ city

Orlando

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Wealth Management / Advisory Fees: Mariner Wealth Advisors generates revenue through wealth management and advisory fees, providing integrated financial planning services including investment management, tax planning, estate planning, trust services, and insurance solutions to high-net-worth individuals and business owners.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Vaughn Wealth (Mariner Wealth Advisors) is a registered investment adviser delivering integrated wealth management to high-net-worth individuals, business owners, executives, professionals, and institutions. The core offering combines investment management, tax planning and preparation, estate planning, trust services, risk advisory, and insurance solutions into a single coordinated strategy delivered by in-house advisors backed by in-house specialists. The firm also operates an outsourced portfolio solutions (OCIO) platform for other advisors and firms and offers institutional investment management and financial wellness programs.

Product overview

Mariner Wealth Advisors is a registered investment advisor firm offering a comprehensive suite of wealth management services through a platform-plus-modules architecture. The core offering centers on integrated financial planning combining investments, taxes, estate planning, trusts, and insurance under one advisor. For individuals, the product suite includes Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, Risk Advisory, Trust Services, and Insurance Solutions. For business clients, offerings span Mariner Institutional, Financial Wellness, Executive Financial Planning, Specialty Tax Services, Institutional Cash Management, Investment Banking and Valuation Advisory, and the Financial Institutions Group. Specialized advisory tracks serve distinct client segments including Executives, Professional Athletes, Dental Professionals, Business Owners, and Medical Professionals. The firm also offers an Outsourced Portfolio Solutions (OCIO) product for advisors and firms, plus educational content through the Your LifeSimplified podcast and live webinars. All services are delivered through in-house specialists with access to Barron's-recognized advisors ranked #6 Mega RIA in 2025.

Differentiator

Problem solved

Functional benefit

Brands

• Mariner Institutional: Institutional investment management and advisory services for institutional clients
• Mariner Outsourced Portfolio Solutions
• Mariner Financial Wellness
• Your Life Simplified
• Mariner Independent

Products and services

• Wealth Planning

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Commonwealth Financial Network: Commonwealth is one of the largest privately held independent broker-dealer/RIA firms in the U.S., serving advisors and HNW clients. Comparable to Mariner in offering integrated wealth management with a multi-specialist model.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., combining financial planning, investment management, and retirement plan services. It competes with Mariner in HNW advisory, employer financial wellness, and Barron's Top RIA rankings.
• Cetera Financial Group: Cetera is a major independent wealth management network supporting thousands of advisors across multiple RIA and broker-dealer models. It competes with Mariner for HNW clients and advisor affiliation through an integrated platform.
• Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S., offering integrated wealth management, tax, and estate planning to HNW individuals and business owners — directly competing with Mariner in the mega-RIA tier and frequently appearing alongside it in Barron's rankings.
• Sanctuary Wealth: Sanctuary Wealth is a national platform for elite independent advisors serving ultra-HNW clients, with an integrated specialist model similar to Mariner's. It competes directly for advisor talent and HNW client relationships.
• Carson Group: Carson Group is a national wealth management firm serving advisors and HNW clients with integrated planning, tax, and investment services — a direct peer to Mariner's Mariner Independent affiliation platform and core HNW advisory offering.
• Focus Financial Partners: Focus Financial Partners is a leading partnership of independent RIAs and wealth management firms, providing scale, capital, and operational support — a direct competitor to Mariner's integrated wealth platform, particularly in the HNW and ultra-HNW segments.
• First Trust Advisors: First Trust Advisors provides investment advisory and wealth management services for individuals, advisors, and institutions. Comparable to Mariner Institutional in OCIO-style services and competes in advisor-facing portfolio solutions.

Broad incumbents

• Raymond James Financial: Raymond James is a large diversified financial services firm offering wealth management, investment banking, and asset management. It competes broadly with Mariner in HNW advisory, institutional services, and advisor recruitment.
• LPL Financial: LPL Financial is the largest independent broker-dealer in the U.S., supporting a vast network of financial advisors. It is a broad incumbent in the wealth management space with overlapping HNW advisory capabilities, though more transactional than Mariner's integrated planning model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vaughn Wealth