Mariner Wealth Advisors

Mariner Wealth Advisors (CRD# 165972) is a financial advisory firm headquartered in Leawood, KS. They manage $866,219,054 in 1,177 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    866
    MILLION
  • Total Number of Accounts
    1,177
    ACCOUNTS
  • Average Account Value
    $735,955
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, DE, FL, KS, LA, MA, NC, NE, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at Mariner Wealth Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Megan M. Brozowski
CRD#: 4594416
One Giralda Farms, Suite 130, Madison, NJ 07940
96
Wealthminder
score

Megan Brozowski (CRD# 4594416) is an Investment Advisor Representative working at Mariner Wealth Advisors in Madison, NJ and has over 13 years of experience in the finance industry. Megan Brozowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Janet L. Critchley
CRD#: 2646684
4200 West 115th Street, Suite 100, Leawood, KS 66211
96
Wealthminder
score

Janet Critchley (CRD# 2646684) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 21 years of experience in the finance industry. Janet Critchley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew S. Diquollo
CRD#: 4247807
4200 West 115th Street, Suite 100, Leawood, KS 66211
96
Wealthminder
score

Matthew Diquollo (CRD# 4247807) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 15 years of experience in the finance industry. Matthew Diquollo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeremy T. Welther
CRD#: 2544111
4200 West 115th Street, Suite 100, Leawood, KS 66211
96
Wealthminder
score

Jeremy Welther (CRD# 2544111) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 22 years of experience in the finance industry. Jeremy Welther has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Colleen J. Betzler
CRD#: 4554875
4200 West 115th Street, Suite 100, Leawood, KS 66211
90
Wealthminder
score

Colleen Betzler (CRD# 4554875) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has 1 year of experience in the finance industry. Colleen Betzler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Robert J. Diquollo
CRD#: 4331182
4200 West 115th Street, Suite 100, Leawood, KS 66211
90
Wealthminder
score

Robert Diquollo (CRD# 4331182) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has 1 year of experience in the finance industry. Robert Diquollo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
David M. Hill
CRD#: 2760006
One Giralda Farms, Suite 130, Madison, NJ 07940
90
Wealthminder
score

David Hill (CRD# 2760006) is an Investment Advisor Representative working at Mariner Wealth Advisors in Madison, NJ and has 1 year of experience in the finance industry. David Hill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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