Mariner Wealth Advisors-Cincinnati/RiverPoint Capital Management

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

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

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

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices3 records

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 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

Core 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.

Named customers6 records

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability1 record

Partnerships

One partnership is on record.

• First National AdvisorscoreStrategic or Co-development Partner · 6 January 2026Mariner 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

Emerging 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

• LinkedInlinkedin.com/company/riverpoint-capital-management-inc-

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries8 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 Wealth Advisors-Cincinnati/RiverPoint Capital Management