Creative Planning vs Mariner Wealth Advisors

Mariner Wealth Advisors is a name used by Mariner, LLC (CRD 140195), according to its Form CRS.

Its Form CRS says "Mariner, LLC dba Mariner Wealth Advisors and dba AdvicePeriod". Its brochure dated July 17, 2026 says "d/b/a Mariner Wealth" and "d/b/a AdvicePeriod" on the cover.

Firm filing updated:Creative Planning, July 10, 2026Mariner Wealth Advisors, August 5, 2026

Creative Planning

Mariner Wealth Advisors

Creative Planning

Overland Park, KS

$295.6 billionAssets

1,538Advisory staff

Percentage of assets
Hourly
Fixed or flat fee

View firm

Mariner Wealth Advisors

Overland Park, KS

$125.4 billionAssets

933Advisory staff

Percentage of assets
Hourly
Fixed or flat fee

View firm

Key differences

Creative PlanningCreativeMariner Wealth AdvisorsMariner

Services

Creative PlanningCreative

Mariner Wealth AdvisorsMariner

Individuals (other than high net worth)

Creative PlanningCreative47,540

Mariner Wealth AdvisorsMariner32,261

High net worth individuals

Creative PlanningCreative39,511

Mariner Wealth AdvisorsMariner22,322

Other client types listed

Creative PlanningCreative5

Mariner Wealth AdvisorsMariner8

Insurance agents

Creative PlanningCreative81

Mariner Wealth AdvisorsMariner254

Is each firm a fiduciary?

Creative Planning

Short answer: Creative Planning is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details on its firm page.

Mariner Wealth Advisors

Short answer: Mariner is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details on its firm page.