Cause IQ vendor profile

Mariner Wealth Advisors


Mariner Wealth Advisors is a firm that provides tax accounting, financial advisor, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Oklahoma (although they are present in other states as well).

Most Mariner Wealth Advisors clients are health and disease research fundraising organizations, colleges, universities, and professional schools, social advocacy organizations, and grantmaking foundations with revenues ranging from $35,356 to $2.4 million.

Previous legal names, trade names, or just variations of their name include: Mariner Wealth Advisors LLC.

Primary location:
Tulsa, OK
All locations:
KY, OK, NJ, KS, NY, OH, IL, CA
Identified clients:
114
Avg client size:
$5.2 mil revenue
Median client size:
$137 thou revenue

Mariner Wealth Advisors client list

 NameTypeLocation
1Sanford P and Irene F Burnstein Foundation Irene F Burnstein Co-Trustee501(c)(3)Tulsa, OK
2Friends University501(c)(3)Wichita, KS
3Tabor College501(c)(3)Hillsboro, KS
4Bethel College501(c)(3)North Newton, KS
5Coretz Family Foundation501(c)(3)Tulsa, OK
6ReDiscover501(c)(3)Lees Summit, MO
7Legal Aid Society of Cincinnati501(c)(3)Cincinnati, OH
8Poses Family Foundation501(c)(3)Miami Beach, FL
9The Edelman Family Foundation501(c)(3)New York, NY
10SmithRichardson Foundation501(c)(3)Katonah, NY
...and 104 more Mariner Wealth Advisors not-for-profit tax-exempt clients identified by Cause IQ

Mariner Wealth Advisors competitors

Competitors to Mariner Wealth Advisors in the nonprofit sector include Bank Of America, SunTrust Bank, Bank Of America, N.a., Sva Certified Public Accountants, Fifth Third Bank, Commerce Trust Company, Cerity Partners, Towers Watson, Capfinancial Partners, LLC, and State Street Global Advisors.

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