At a glance
- Mariner Independent is a registered adviser in Overland Park, Kan., with $7.34 billion in regulatory assets across 14,426 accounts and 161 employees, according to its Form ADV filing of Nov. 5, 2026.
- Mosaic's book is close to a fifth of that total, and the 14,426 accounts average about $509,000 apiece.
- The move puts the registration, compliance and technology decisions with Mariner Independent's 161 employees rather than with the team, and client pricing follows the platform's schedule.
Mosaic Value Partners, a $1.3 billion RIA in Aliso Viejo, Calif., joined Mariner Independent's channel in April, WealthManagement.com reported.
Mariner Independent is a registered adviser in Overland Park, Kan., with $7.34 billion in regulatory assets across 14,426 accounts and 161 employees, according to its Form ADV filing of Nov. 5, 2026.
Mosaic's book is close to a fifth of that total, and the 14,426 accounts average about $509,000 apiece.
The move puts the registration, compliance and technology decisions with Mariner Independent's 161 employees rather than with the team, and client pricing follows the platform's schedule. Fathom Advisors, a similarly sized group that left Ameriprise's independent channel, filed its own RIA in the greater Minneapolis area and disclosed fees of 1.20% on accounts under $1 million, falling to 25 bps above $25 million, according to its Form ADV as reported by AdvisorHub.
Mosaic's $1.3B is about a fifth of Mariner's $7.34B
Regulatory assets, accounts and average account size, Mariner Independent
Reported by the Moves desk from WealthManagement.com, WealthManagement.com, AdvisorHub and SEC Form ADV via IAPD. Published . Corrections