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, religious organizations, civic and social organizations, and grantmaking foundations with revenues ranging from $34,438 to $2.8 million.

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

Primary location:
Tulsa, OK
All locations:
OH, OK, AZ, KS, NY, KY, IL, CA, NJ
Identified clients:
121
Avg client size:
$5.9 mil revenue
Median client size:
$132 thou revenue

Mariner Wealth Advisors client list

 NameTypeLocation
1Children International501(c)(3)Kansas City, MO
2Sanford P and Irene F Burnstein Foundation Irene F Burnstein Co-Trustee501(c)(3)Tulsa, OK
3ReDiscover501(c)(3)Lees Summit, MO
4Friends University501(c)(3)Wichita, KS
5Tabor College501(c)(3)Hillsboro, KS
6Bethel College501(c)(3)North Newton, KS
7Legal Aid Society of Cincinnati501(c)(3)Cincinnati, OH
8Coretz Family Foundation501(c)(3)Tulsa, OK
9Poses Family Foundation501(c)(3)Miami Beach, FL
10Camt Lee Foundation501(c)(3)Lenexa, KS
...and 111 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 SunTrust Bank, Bank Of America, N.a., Sva Certified Public Accountants, Bank Of America, Commerce Trust Company, Cerity Partners, Fifth Third Bank, Towers Watson, Capfinancial Partners, LLC, and State Street Global Advisors.

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