Mariner Wealth Advisors, LLC is a firm that provides financial advisor, investment management, administrative support, fiduciary trustee, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Kansas, Ohio, and Pennsylvania (although they are present in other states as well).
Most Mariner Wealth Advisors, LLC clients are colleges, universities, and professional schools, health and welfare funds, assisted living and continuing care retirement communities, child and youth services, services for the elderly and people with disabilities, individual and family services, and emergency and relief services with revenues ranging from $30 million to $74 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Children International | 501(c)(3) | Kansas City, MO | ||
| 2 | Oral Roberts University (ORU) | 501(c)(3) | Tulsa, OK | ||
| 3 | Area Agency on Aging Planning and Service Area 2 | 501(c)(3) | Dayton, OH | ||
| 4 | McPherson College | 501(c)(3) | Mcpherson, KS | ||
| 5 | Friends University | 501(c)(3) | Wichita, KS | ||
| 6 | Baker University | 501(c)(3) | Baldwin City, KS | ||
| 7 | Beech Acres Parenting Center | 501(c)(3) | Cincinnati, OH | ||
| 8 | Bradford Child Care Services | 501(c)(3) | Pittsburgh, PA | ||
| 9 | Episcopal Retirement Services (ERS) | 501(c)(3) | Cincinnati, OH | ||
| 10 | The Southwestern College | 501(c)(3) | Winfield, KS | ||
| ... | and 2 more Mariner Wealth Advisors, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Mariner Wealth Advisors, LLC in the nonprofit sector include State Street Bank and Trust, Royal Alliance Associates Inc, Stifel Nicolaus, Pentegra Services Inc., Raymond James Financial Services, Northwestern Mutual Investment Serv, Healthcare Community Securities Cor, Ubs Financial Services, Inc., Cambridge Investment Research Inc, and Usi Advisors Inc.
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