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 Oklahoma and New York (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, educational support services, religious organizations, civic and social organizations, and grantmaking foundations with revenues ranging from $47,047 to $3.9 million.

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

Primary location:
Tulsa, OK
Clients in:
KY, CA, KS, OH, OK, NJ, AZ, IL, NY
Identified clients:
134
Avg client size:
$4.5 mil revenue
Median client size:
$175 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 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 Homewood Living Ministries 501(c)(3) Williamsport, MD
9 Lobeck Taylor Family Foundation 501(c)(3) Tulsa, OK
10 Camt Lee Foundation 501(c)(3) Lenexa, KS
... and 124 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, Bank Of America, N.a., Sva Certified Public Accountants, Bank Of America, Ropes and Gray LLP, Maloney Novotny LLC, and Foley and Lardner LLP.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!