Sarasota, Fla. – June 13, 2025—Consistently ranked among Barron’s top five registered investment advisor (RIA) firms for the past nine years¹, Mariner continues to expand across Florida and nationwide, while reinforcing its commitment to strengthen the communities it serves through its 133 locations² 

On Friday, May 9, 2025, more than 20 Sarasota-based Mariner associates volunteered as part of the firm’s second annual +Impact Day. Locally, seven Mariner associates supported Mothers Helping Mothers by sorting donations and helping families access baby food, clothing and other necessities. Another group of 15 team members volunteered at Ted Sperling Park at South Lido Beach, where they cleaned up the beach and surrounding park areas.

In addition to the hands-on service projects, the local teams also presented $2,500 grants from the Mariner Foundation to both Mothers Helping Mothers and Friends of Sarasota County Parks, Inc., further supporting their missions in the Sarasota community.

“Our local team of advisors and client service associates has always sought out meaningful ways to give back,” said Kristina Eastmond, managing director at Mariner, who leads the downtown Sarasota office. “Through +Impact Day and the Mariner Foundation—our associate-led charitable giving arm—we’re able to amplify that impact together, both locally and beyond.”

Launched in 2024, +Impact Day reflects Mariner’s culture of positively impacting the lives of many. This company-wide day of service brings together Mariner associates to support local causes and connect through volunteer service. Across the country, 930 Mariner associates contributed a total of 2,643 volunteer hours and presented $189,500 in grant contributions from the Mariner Foundation as part of the 2025 +Impact Day.

Mariner advisors and associates from both Sarasota offices participated in this year’s +Impact Day. The downtown Sarasota office, located at 240 S Pineapple Ave, Suite 601, was formerly Allegiant Private Advisors before joining Mariner on July 31, 2021. The Gulf Gate office, located at 7120 South Beneva Rd, was formerly known as Atlas Financial and became part of Mariner on December 2, 2024.

Mariner is committed to the belief that every advisor deserves the support of a dedicated team of professionals. Clients and advisors at Mariner have access to in-house expertise—in wealth planning, investment advisory, estate, tax, insurance, business evaluation and more—to help navigate complex wealth challenges. Mariner invites advisors to explore how joining the firm can unlock resources, expertise and services to enhance their ability to support their clients and grow their business at joinmariner.com. Mariner’s comprehensive support helps advisors focus on what matters most: their clients, careers and communities.

About Mariner

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust and insurance to investment banking and valuation, so they can maximize time spent creating holistic wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $550 billion in assets³ as of 3/31/25. Learn more at www.mariner.com.
¹Barron’s Top RIA Firms: Barron’s awarded 2024-2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA registered investment adviser subsidiaries and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016-2024 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020-2024). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

²Data is as of March 31, 2025.

³Assets include assets under management and assets under advisement for subsidiaries of Mariner Wealth Advisors, LLC.