Cause IQ vendor profile

Mariner Wealth Advisors


Mariner Wealth Advisors is a firm that provides tax accounting, financial advisor, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Oklahoma (although they are present in other states as well).

Most Mariner Wealth Advisors clients are health and disease research fundraising organizations, colleges, universities, and professional schools, religious organizations, social advocacy organizations, civic and social organizations, and grantmaking foundations with revenues ranging from $34,375 to $2.2 million.

Previous legal names, trade names, or just variations of their name include: Mariner Wealth Advisors LLC.

Primary location:
Tulsa, OK
Clients in:
OK, OH, NJ, KS, CA, AZ, IL, KY, NY
Identified clients:
127
Avg client size:
$4.4 mil revenue
Median client size:
$107 thou revenue

Mariner Wealth Advisors client list

  Name Type Location
1 Children International 501(c)(3) Kansas City, MO
2 ReDiscover 501(c)(3) Lees Summit, MO
3 Friends University 501(c)(3) Wichita, KS
4 Tabor College 501(c)(3) Hillsboro, KS
5 Bethel College 501(c)(3) North Newton, KS
6 Legal Aid Society of Cincinnati 501(c)(3) Cincinnati, OH
7 Sanford P and Irene F Burnstein Foundation Irene F Burnstein Co-Trustee 501(c)(3) Tulsa, OK
8 Poses Family Foundation 501(c)(3) Miami Beach, FL
9 David H Billion Foundation 501(c)(3) Sioux Falls, SD
10 Camt Lee Foundation 501(c)(3) Lenexa, KS
... and 117 more Mariner Wealth Advisors not-for-profit tax-exempt clients identified by Cause IQ

Mariner Wealth Advisors competitors

Competitors to Mariner Wealth Advisors in the nonprofit sector include Commerce Trust Company, Citizens and Northern Bank, Fifth Third Bank, Cerity Partners, SunTrust Bank, Bank Of America, N.a., Ropes and Gray LLP, Northern Trust, Edward Jones, and Jpmorgan Chase Bank Na.

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