Mariner, a national financial services firm, is reinforcing its dedication to the independent advisor sector through the expansion of its Mariner Independent platform. This initiative supports over 1,100 advisors managing approximately $40 billion in assets, marking a significant component of Mariner's growth strategy. The firm is responding to the increasing demand for flexible affiliation models and long-term monetization options by bolstering its leadership team to guide the platform's future development.
Rob Sandrew has been appointed as the Head of Mariner Independent, bringing his extensive experience in operational and strategic leadership to the role. Sandrew's previous position as chief growth officer at Integrated Partners saw the firm's assets grow from $3 billion to over $21 billion. Joining him is Verne Marble, who takes on the role of Managing Director, bringing his expertise in distribution and leadership from his tenure at Private Advisor Group, LPL Financial, and Edelman Financial Engines.
Sandrew expressed enthusiasm about his new role, highlighting the opportunity to enhance the support and flexibility for advisors. These leadership changes coincide with Mariner's expansion of its independent offerings, including succession solutions for advisors. The acquisition of Ocean Heights Advisors exemplifies the firm's commitment to providing advisors with monetization opportunities and a transition into a comprehensive W-2 structure.
Marty Bicknell, CEO and president of Mariner, emphasized the success of the independent model and the firm's commitment to supporting advisors' autonomy and growth. Since its inception in 2020, Mariner Independent has offered a wide range of services, including back-office support and compliance resources, supported by a team of over 300 professionals. Sandrew and Marble will join the Mariner Independent Executive Committee, contributing to the platform's ongoing evolution and its role as a leading destination for independent advisors.
