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 $39,048 to $3.2 million.

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

Primary location:
Tulsa, OK
Clients in:
NY, OK, CA, NJ, KS, KY, OH, AZ, IL
Identified clients:
128
Avg client size:
$4.3 mil revenue
Median client size:
$139 thou revenue

Mariner Wealth Advisors client list

  Name Type Location
1 Poses Family Foundation 501(c)(3) Florham Park, NJ
2 Ottawa University 501(c)(3) Ottawa, KS
3 ReDiscover 501(c)(3) Lees Summit, MO
4 Bethel College 501(c)(3) North Newton, KS
5 Tabor College 501(c)(3) Hillsboro, 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 Lobeck Taylor Family Foundation 501(c)(3) Tulsa, OK
9 Growing Together 501(c)(3) Tulsa, OK
10 David H Billion Foundation 501(c)(3) Sioux Falls, SD
... and 118 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 Cerity Partners, Citizens and Northern Bank, Fifth Third Bank, Commerce Trust Company, Bank Of America, N.a., Bank Of America, Conduent HR Consulting, LLC, Nixon Peabody, Bmo Harris Bank Na, and State Street Bank.

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