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 $32,261 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:
IL, OK, KY, OH, AZ, NJ, CA, NY, KS
Identified clients:
125
Avg client size:
$4.5 mil revenue
Median client size:
$79 thou revenue

Mariner Wealth Advisors client list

 NameTypeLocation
1Children International501(c)(3)Kansas City, MO
2ReDiscover501(c)(3)Lees Summit, MO
3Friends University501(c)(3)Wichita, KS
4Tabor College501(c)(3)Hillsboro, KS
5Bethel College501(c)(3)North Newton, KS
6Legal Aid Society of Cincinnati501(c)(3)Cincinnati, OH
7Sanford P and Irene F Burnstein Foundation Irene F Burnstein Co-Trustee501(c)(3)Tulsa, OK
8Poses Family Foundation501(c)(3)Miami Beach, FL
9Camt Lee Foundation501(c)(3)Lenexa, KS
10O'Hanlon Center for the Arts501(c)(3)Mill Valley, CA
...and 115 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 Bank Of America, N.a., Cerity Partners, Fifth Third Bank, Citizens and Northern Bank, SunTrust Bank, Towers Watson, State Street Global Advisors, Capfinancial Partners, LLC, US Bank, and Sva Certified Public Accountants.

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