Program Information Mariner is a national RIA firm with more than 140 offices and $500+ billion in AUA. Our firm was recently named Barron's Top 6 Mega RIAs, and we are proud to offer in-house wealth planning, tax planning and preparation, estate planning, trust services, investment management, and personal insurance solutions to individuals and businesses \u2013 all under one roof. We believe this integrated approach to wealth management helps simplify our clients\u2019 lives.