Mariner Strengthens Independent Advisor Platform with New Leadership Amid Growing Demand
TL;DR
Mariner's expansion of its Mariner Independent platform offers advisors a competitive edge with flexible affiliation models and monetization pathways, overseeing $40 billion in AUM and AUA.
Mariner enhances its Mariner Independent platform by appointing Rob Sandrew and Verne Marble to lead innovation and expansion, supported by a team of over 300 professionals.
Mariner's supported independence model empowers over 1,100 advisors to provide comprehensive wealth planning, positively impacting clients' lives and setting new industry standards.
Mariner Independent's growth to $40 billion in assets underlines the success of its model, offering advisors freedom and support to scale their practices.
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Mariner, a national financial services firm, is bolstering its Mariner Independent platform with key leadership hires as demand for flexible advisor affiliation models and succession solutions surges. The platform, which supports over 1,100 advisors and manages approximately $40 billion in assets, is central to Mariner's growth strategy. Rob Sandrew has been appointed as Head of Mariner Independent, bringing his expertise from Integrated Partners where he significantly grew assets. Verne Marble joins as Managing Director, adding his extensive experience from senior roles at major financial firms.
The appointments come at a time when Mariner is experiencing strong growth, offering advisors innovative solutions like buyout options and succession planning. The acquisition of Ocean Heights Advisors exemplifies the platform's appeal, providing advisors with monetization opportunities and a transition to a W-2 structure with favorable terms. Mariner's CEO, Marty Bicknell, emphasizes the platform's success in meeting advisors' needs for independence coupled with support for scaling and monetization.
Since its inception in 2020, Mariner Independent has provided a comprehensive suite of services, including back-office support and investment solutions, supported by a team of over 300 professionals. Sandrew and Marble's roles on the Executive Committee will further drive the platform's evolution, ensuring it remains a leading choice for growth-minded independent advisors.
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