Mariner Institutional Consulting, LLC

What Mariner Institutional Consulting, LLC does

Mariner Institutional Consulting, LLC is the institutional investment consulting arm of Mariner Wealth Advisors, LLC, operating as an independent registered investment adviser (previously known as AndCo) that delivers research-driven investment and retirement plan advisory solutions to five distinct institutional client segments: corporations, public and governmental funds, Taft-Hartley plans, nonprofit institutions and endowments, and insurance companies. The firm acts in a fiduciary capacity for all clients and applies an open architecture approach, supporting both non-discretionary and discretionary engagement frameworks across traditional plan services (investment policy development, asset allocation and liability modeling, manager research and selection, operational due diligence, performance measurement and reporting) and defined contribution plan services (fund lineup selection, fee benchmarking, recordkeeper search, regulatory and governance education).

The firm's revenue model is fee-based advisory recurring revenue negotiated as a percentage of assets under advisement or fixed retainer with institutional clients, distributed via direct consultative enterprise field sales and supported by industry events, thought leadership, professional referrals, and webinars. Mariner Institutional maintains headquarters in Winter Park, Florida with additional Managing Director presence in Beachwood (Ohio), Overland Park (Kansas), and Clayton (Missouri), and was recognized as the #6 Mega RIA by Barron's in 2025 with sustained top-five ranking in Barron's Top 100 RIAs from 2016 through 2024. The parent organization expanded its institutional footprint in January 2026 with a $1.8 billion dual acquisition of First National Advisors and Strava Wealth into Greater Boston and Pittsburgh. Underlying technology is described as an open architecture consulting platform with no disclosed proprietary AI/ML, patents, or data flywheel mechanics.

Name

Mariner Institutional Consulting, LLC

Legal name

Mariner Institutional Consulting, LLC

Website

https://marinerinstitutional.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Mariner Institutional Consulting, LLC is the institutional investment consulting arm of Mariner Wealth Advisors, providing research-driven, open architecture investment and retirement plan advisory solutions on a fiduciary basis to corporations, public and government funds, Taft-Hartley plans, nonprofits, and insurance companies.

Ownership category

akta.pro rank

Headquarters

HQ city

Winter Park

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Institutional Investment Advisory Fees: Fee-based advisory services for institutional clients including corporations, public/government funds, Taft-Hartley plans, nonprofit institutions, and insurance companies. Services include investment policy development, asset allocation, manager research and selection, operational due diligence, and performance measurement and reporting.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Mariner Institutional Consulting, LLC is an independent registered investment adviser that provides research-driven investment and retirement plan advisory solutions to institutional clients, including corporations, public/government funds, Taft-Hartley plans, nonprofit institutions, and insurance companies. The firm delivers Traditional Plan Services (investment policy development, asset allocation and liability modeling, manager research and selection, operational due diligence, performance measurement) and Defined Contribution Plan Services (fund lineup selection, fee benchmarking, recordkeeper search, fiduciary guidance), all under an open architecture approach implemented within non-discretionary or discretionary frameworks. The firm always acts in a fiduciary capacity and tailors solutions to each institutional client's unique needs.

Product overview

Mariner Institutional operates as a multi-service wealth management and institutional investment consulting firm. The core offering is institutional investment advisory services with an open architecture approach, delivered through Traditional Plan Services and Defined Contribution Plan Services. These are complemented by a comprehensive suite of wealth planning modules for individuals including investment management, tax planning, estate planning, risk advisory, trust services, and insurance solutions. Specialized vertical services target specific client segments including medical professionals, business owners, executives, and professional athletes. The firm also provides business-oriented services including investment banking/valuation advisory, institutional cash management, and financial wellness programs.

Differentiator

Problem solved

Functional benefit

Products and services

• Institutional Investment Advisory Services Research-driven investment and retirement plan advisory solutions delivered in a fiduciary capacity to institutional clients including corporations, public/government funds, Taft-Hartley plans, nonprofit institutions, and insurance companies, utilizing an open architecture approach within non-discretionary or discretionary frameworks.
• Traditional Plan Services Comprehensive institutional investment program services covering Investment Policy Development, Asset Allocation & Liability Modeling Analysis, Manager Research and Selection, Operational Due Diligence, Service Provider Search & Selection, Performance Measurement & Reporting, Client-Specific Solution Research, and Investment & Governance Education.
• Defined Contribution Plan Services DC plan services including Investment Policy Development, Fund Lineup Selection, Performance Measurement & Reporting, Fee Benchmarking, Recordkeeper Search & Review, Regulatory & Governance Education, and Fiduciary Resource for Strategic Decision-Making.
• Institutional Cash Management Cash and liquidity management services for institutional operating portfolios, supporting corporate treasury and other institutional cash management needs.
• Investment Banking and Valuation Advisory Services Business valuation and sell-side investment banking services including confidential marketing, dealmaking, due diligence and closing, offered to business clients through the Mariner Wealth Advisors network.
• Financial Institutions Group Specialized financial services tailored for financial institutions, delivered as a dedicated service line within the Mariner Wealth Advisors business services portfolio.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Cambridge Associates: Global investment advisor and consultant with deep endowment, foundation, and pension expertise; competes directly with Mariner Institutional for nonprofit and institutional OCIO mandates.
• Asset Consulting Group (ACG): Independent institutional investment consulting firm advising corporate, public, and nonprofit plan sponsors — comparable in scale, fiduciary approach, and institutional client verticals to Mariner Institutional.
• Callan LLC: Independent investment consulting firm serving institutional clients including corporate plan sponsors, public funds, endowments/foundations, and Taft-Hartley plans — directly comparable to Mariner Institutional in client verticals, fiduciary model, and service scope.
• Meketa Investment Group: Independent institutional investment consulting firm advising public funds, corporate plans, Taft-Hartley plans, and endowments/foundations — comparable in client verticals, fiduciary approach, and open-architecture philosophy.
• Verus Investments: Independent institutional investment consulting firm serving corporate, public, and nonprofit plan sponsors with research-driven advisory — closely comparable to Mariner Institutional in client mix and consulting-only model.
• NEPC, LLC: Independent, employee-owned investment consulting firm serving institutional clients (corporations, public funds, endowments, foundations, Taft-Hartley) — closely comparable to Mariner Institutional in fiduciary model and client mix.

Broad incumbents

• Mercer Investment Consulting (Mercer Advisors): Global institutional investment consulting franchise within Mercer, serving corporate and public pensions, endowments, and insurers with OCIO and advisory services — a scaled incumbent competing for the same institutional RFPs as Mariner Institutional.
• Aon (Hewitt EnnisKnupp): Aon's institutional investment consulting practice advises corporate, public, and multiemployer plans on asset allocation, manager selection, and OCIO — directly competing with Mariner Institutional across the same plan sponsor verticals.
• Russell Investments: Large global investment firm with a substantial institutional OCIO and consulting practice serving corporate, public, and multiemployer plans — broader incumbent competing against Mariner Institutional in the same RFP pool.

Others

• Mariner Wealth Advisors: Parent organization and broader RIA platform that hosts the Mariner Institutional brand; comparable as the strategic operating company providing shared infrastructure, brand, and capital to the institutional consulting arm.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/mariner-institutional-consulting-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

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 Mariner Institutional Consulting, LLC