Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management
Mariner Wealth Advisors is a privately held registered investment advisory firm operating 100+ offices across 40+ US states, providing integrated wealth management, financial planning, tax, estate, trust, and insurance services to high-net-worth individuals, specialized professional verticals, and institutional clients on a recurring AUM-based fee model.
- Company typePrivate
- Founded1995
- HeadquartersCincinnati, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management firmographics
Firmographics- Name
- Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management
- Legal name
- Mariner Wealth Advisors, LLC
- Website
- https://riverpointcm.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Mariner Wealth Advisors is a privately held registered investment advisory firm operating 100+ offices across 40+ US states, providing integrated wealth management, financial planning, tax, estate, trust, and insurance services to high-net-worth individuals, specialized professional verticals, and institutional clients on a recurring AUM-based fee model.
- Ownership category
- akta.pro rank
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management industry classification
Industry- 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)
Keywords
Where Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Wealth Management Advisory Fees: Mariner generates revenue through advisory fees for comprehensive wealth management services including investment management, financial planning, tax planning, estate planning, risk advisory, trust services, and insurance solutions. As a registered investment advisor, fees are typically structured as a percentage of assets under management (AUM).
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management product offering
Product offeringCore offering
Mariner Wealth Advisors is a privately held registered investment advisory firm that provides integrated wealth management services including wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services, and insurance solutions for individuals and institutions. Revenue is generated through advisory fees structured as a percentage of assets under management (AUM). The firm also offers business and institutional services such as executive financial planning, specialty tax services, institutional cash management, investment banking and valuation advisory, and financial wellness programs.
Product overview
Mariner Wealth Advisors is a comprehensive wealth management firm offering a unified platform of financial advisory services through multiple registered investment advisory sub-brands including Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace. The firm provides integrated wealth management combining investments, taxes, estate planning, trusts, and insurance for individuals across life stages and professions. For businesses, Mariner offers institutional advisory, financial wellness programs, executive financial planning, specialty tax services, institutional cash management, and investment banking/valuation services. The firm also specializes in serving specific client segments including medical professionals, professional athletes, dental professionals, business owners, and executives. Mariner operates through an advisor network model, enabling independent advisors to join the platform while leveraging firm resources.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Planning Comprehensive wealth planning integrating investments, taxes, estate planning, trusts, and insurance into one coordinated approach for individual clients.
- Investment Management Professional portfolio construction, asset allocation, and ongoing investment oversight to help clients achieve their financial objectives.
- Tax Planning and Preparation Year-round tax strategy development and compliance services for individuals and businesses, including multi-state tax filing.
- Estate Planning Estate planning services that ensure client wishes are carried out through coordinated legal documents, beneficiary designations, and trusts.
- Risk Advisory Risk advisory services for individuals and businesses that identify, assess, and mitigate financial and operational risks.
- Trust Services Trust services delivered through Mariner Trust Company, LLC to help clients manage and protect assets through structured trust arrangements.
- Insurance Solutions Personal insurance solutions including liability coverage, income protection, and risk protection strategies for individuals and professionals.
- Mariner Institutional Institutional investment advisory services including investment strategy, fiduciary management, and governance support for institutions.
- Financial Wellness Financial wellness programs for businesses that help employees improve financial health through education, planning tools, and advisory services.
- Executive Financial Planning Specialized financial planning for executives covering benefits negotiation, tax-efficient estate planning, multi-state tax filing, and wealth transfer strategies.
- Specialty Tax Services Specialty tax services for businesses including R&D tax credits, cost segregation studies, and other specialized tax planning through Mariner Specialty Tax Services, LLC.
- Institutional Cash Management Cash management services for institutions to optimize liquidity, yield, and operational efficiency of institutional funds.
- Investment Banking and Valuation Advisory Investment banking and business valuation advisory services for business owners handling mergers, acquisitions, and strategic transactions.
- Financial Institutions Group Specialized advisory services for financial institutions including banks, credit unions, and other regulated financial services companies.
- Financial Planning for Medical Professionals Specialized wealth management guidance for physicians covering student debt, multi-state practice, compensation shifts, and career transitions from residency through practice ownership.
- Financial Planning for Professional Athletes Specialized wealth management for professional athletes including personal insurance, multi-state tax filing assistance, tax planning, and income protection strategies.
- Financial Planning for Dental Professionals Specialized financial planning for dentists covering starting a practice, selling a business, and dental practice-specific advisory.
- Financial Planning for Business Owners Financial planning for entrepreneurs including business valuation, cash flow management, and succession strategy development.
- Financial Planning for Executives Executive wealth management including negotiating benefits packages, tax-efficient estate planning, charitable giving tax strategies, multi-state tax filing, and wealth transfer.
- Mariner Independent Advisor Network (MIAN) Platform enabling independent financial advisors to leverage Mariner's resources, technology, and compliance infrastructure while maintaining their own practice.
Companies that use Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management
Customer profileNamed customers6 records
Segments7 records
Ideal customer profiles6 records
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability1 record
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- First National AdvisorscoreMariner acquired First National Advisors in January 2026. This acquisition enhances Mariner's presence in Greater Boston while expanding sector-specialized advisory capabilities. First National Advisors was a wealth advisory firm that joined the Mariner platform.
Scale indicators4 records
Recent moves5 records
Expansion highlights6 records
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management competitors and assessment
Company assessmentEmerging players
- Sanctuary Wealth: An emerging RIA platform supporting breakaway advisors with wealth-management services, technology and consulting. Operates in a more focused segment (UHNW/HNW advisor services) than Mariner, but follows a comparable platform-and-network model.
Broad incumbents
- Raymond James Financial: A diversified financial-services firm with a substantial wealth-management division (PCG/Private Client Group) serving HNW clients through thousands of advisors. Overlaps with Mariner in HNW advisory but competes across a broader capital-markets and asset-management portfolio.
- LPL Financial: The largest independent broker-dealer in the U.S., supporting tens of thousands of advisors with wealth-planning and advisory infrastructure. Comparable to Mariner Independent/MIAN in platform model but operates at much greater scale across more basic client tiers.
- Edelman Financial Engines: A large national RIA combining traditional advisor-led wealth management with a digital planning/managed-account engine. Comparable to Mariner's blended advisor + investment-management approach, though Edelman is more tech-centric and employer-plan-centric.
- Cambridge Investment Research: A large independent broker-dealer / RIA supporting financial advisors with practice-management, compliance, and wealth-management infrastructure — overlaps with Mariner's advisor-platform business at broader scale.
Direct peers
- Commonwealth Financial Network: A privately held independent broker-dealer/RIA supporting thousands of financial advisors across the U.S. Its advisor-affiliation model and wealth-planning focus closely mirror Mariner's Mariner Independent and MIAN platform.
- Creative Planning: One of the largest U.S. independent RIAs, also ranked as a Barron's Mega RIA. Directly comparable in model: percentage-of-AUM advisory fees, nationwide footprint, in-house tax/estate planning specialists, and offering wealth management to HNW/UHNW families.
- Carson Group: A large advisor-focused wealth-management platform serving financial advisors and their HNW clients; directly comparable in business model, advisor-affiliation focus, and wealth-planning depth, and is one of the largest independent RIA platforms in the U.S.
- Cetera Financial Group: A large independent advisor services platform providing wealth management, investment, and planning solutions through a network of independent financial advisors — analogous to Mariner's Mariner Independent sub-brand.
- Focus Financial Partners: A leading RIA consolidator that acquires and partners with independent wealth management firms — sharing the 'buy-and-build' inorganic-growth playbook that drives Mariner's expansion. Operates the same HNW/I advisory model under a multi-brand architecture.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management social profiles
Digital presenceMariner Wealth Advisors-Cincinnati/RiverPoint Capital Management compliance and trust
Trust signalCompliance4 records
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management leadership team
Management profileNumber of profiles
Profiles2 records
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management subsidiaries and ownership
Company hierarchySubsidiaries8 records
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management 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 Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management
What does Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management do?
Mariner Wealth Advisors is a privately held registered investment advisory firm that provides integrated wealth management services including wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services, and insurance solutions for individuals and institutions. Revenue is generated through advisory fees structured as a percentage of assets under management (AUM). The firm also offers business and institutional services such as executive financial planning, specialty tax services, institutional cash management, investment banking and valuation advisory, and financial wellness programs.
Is Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management a public or private company?
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management is a private company. It is classified as unknown and is currently operating.
When was Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management founded?
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management was founded in 1995. It employs 11 to 50 people.
Where is Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management based?
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management is headquartered in Cincinnati, United States, in the North America region.
How does Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management's main competitors?
Sanctuary Wealth is listed as an emerging player. Broad incumbents are Raymond James Financial, LPL Financial, Edelman Financial Engines and Cambridge Investment Research. Direct peers are Commonwealth Financial Network, Creative Planning, Carson Group, Cetera Financial Group and Focus Financial Partners.
Does Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management have an API?
No public API is recorded for Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management.
What industry is Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management in?
Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.