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RIA comparison · SEC Form ADV

Corient vs Mariner

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Corient is the larger of the two, with $165B in regulatory assets to $125B at Mariner, 32% more than its rival, by their latest Form ADV filings. Mariner reports more individual clients (54,583 vs 25,963), while Corient’s clients hold more on average (about $6.1 million each against $2.1 million). Corient is based in Miami, Florida and Mariner in Overland Park, Kansas.

FigureCorientMariner
Regulatory AUM$165B$125B
National rank#8#10
HeadquartersMiami, FloridaOverland Park, Kansas
Individual clients25,96354,583
High-net-worth clients19,57122,322
Average client assets$6.1 million$2.1 million
Accounts113,752186,791
Discretionary90% of AUM98% of AUM
Employees1,5371,889
Advisory staff620933
Clients per advisory employee4259
Offices37131
Form ADV filed2026-08-212026-08-05

Corient

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Market timing
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

Mariner

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Corient or Mariner?

Corient, with $165B in regulatory assets under management against $125B at Mariner. Nationally they rank #8 and #10 among 5,657 independent wealth management RIAs.

How many clients do Corient and Mariner have?

Corient reports 25,963 individual clients (19,571 high-net-worth) with 620 advisory employees; Mariner reports 54,583 (22,322 high-net-worth) with 933 advisory employees.

How do Corient and Mariner charge clients?

Only Corient lists other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Corient and Mariner offer?

Corient lists market timing, which Mariner does not. Mariner lists portfolio management for pooled investment vehicles; other services, which Corient does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; selecting other advisers; periodicals or newsletters; educational seminars and workshops.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Corient ↗, Mariner ↗. How to check a financial advisor →