Niharika
Awasthi
Mariner Wealth Advisors
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About this Advisor
Niharika Awasthi is a certified financial planner based out of Madison, New Jersey with a total of 2 years of industry experience. Awasthi is currently employed by Mariner Wealth Advisors. Over the course of their career, Awasthi has held roles at Fidelity Investments, Veritude, Capital One Bank, Bank Of America, Likeable Local, Fidelity Personal And Workplace Advisors and Mariner Wealth Advisors. Awasthi holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in New Jersey and New York. Mariner Wealth Advisors is a registered investment business that has its headquarters in Leawood, KS. The investment advisory business has offices in 68 locations and a total of 1,465 employees. It has $66 billion in total assets across its 112,465 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 128 charitable organizations. Of its 112,465 customer accounts, 34% belong to high-net-worth clients who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fees depend on which services are offered. Fee types charged by Mariner Wealth Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Wealth Advisors Brokerage Details
$65,874,566,238
1,465
112,465
$585,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Niharika Awasthi Work History
Niharika has been registered as a financial advisor for 2 years.*
Mariner Wealth Advisors
Mariner Wealth Advisors
Fidelity Personal And Workplace Advisors
Fidelity Investments
Veritude
Likeable Local
Capital One Bank
Bank Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Niharika Awasthi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Wealth Advisors
Leawood, KS
Leawood, KS
Cincinnati, OH
Irvine, CA
Tulsa, OK
Sioux Falls, SD
Plano, TX
Greenville, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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