Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Mariner financial advisors in Sandy Springs, GA

Every SEC-registered investment adviser representative at a Mariner office in Sandy Springs, A to Z.

5 registered advisors work at Mariner in Sandy Springs, out of 941 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Mariner advisors in Sandy Springs, A to Z

Every Mariner advisor →

Mariner advisors in other cities

Overland Park, KS 113New York, NY 48Cincinnati, OH 39Oakbrook Terrace, IL 27Los Angeles, CA 22Sarasota, FL 21Tulsa, OK 21Madison, NJ 19Manasquan, NJ 19Scottsdale, AZ 17Bellevue, WA 16Bloomington, MN 16Plano, TX 15Brentwood, MO 14Englewood, CO 14

Other firms in Sandy Springs

All Sandy Springs advisors →

Charles Schwab & Co., Inc. 18Equity Services, Inc. 14Ameriprise Financial Services, LLC 6LPL Financial LLC 6Hc Advisors LLC 5Centaurus Financial, Inc. 3Edward Jones 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Mariner have in Sandy Springs?

5 investment adviser representatives are registered at Mariner offices in Sandy Springs, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 941 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Mariner one of the largest advisor employers in Sandy Springs?

Mariner ranks number 6 in Sandy Springs by registered advisors; Charles Schwab & Co., Inc. has the most, with 18.

How do I check a Mariner advisor in Sandy Springs?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mariner office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.