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, religious organizations, civic and social organizations, and grantmaking foundations with revenues ranging from $35,515 to $2.8 million.
Previous legal names, trade names, or just variations of their name include: Mariner Wealth Advisors LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Children International | 501(c)(3) | Kansas City, MO | ||
| 2 | Sanford P and Irene F Burnstein Foundation Irene F Burnstein Co-Trustee | 501(c)(3) | Tulsa, OK | ||
| 3 | Friends University | 501(c)(3) | Wichita, KS | ||
| 4 | Tabor College | 501(c)(3) | Hillsboro, KS | ||
| 5 | Bethel College | 501(c)(3) | North Newton, KS | ||
| 6 | Legal Aid Society of Cincinnati | 501(c)(3) | Cincinnati, OH | ||
| 7 | Coretz Family Foundation | 501(c)(3) | Tulsa, OK | ||
| 8 | ReDiscover | 501(c)(3) | Lees Summit, MO | ||
| 9 | Poses Family Foundation | 501(c)(3) | Miami Beach, FL | ||
| 10 | Camt Lee Foundation | 501(c)(3) | Lenexa, KS | ||
| ... | and 111 more Mariner Wealth Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Mariner Wealth Advisors in the nonprofit sector include SunTrust Bank, Bank Of America, N.a., Sva Certified Public Accountants, Bank Of America, Commerce Trust Company, Cerity Partners, Fifth Third Bank, Towers Watson, State Street Global Advisors, and US Bank.
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