Mariner Wealth Advisors - 1792 Exchange

Rating Overview

Mariner Wealth Advisors is Medium Risk.

Mariner is Medium Risk. The company often yields to political activism in shaping corporate governance, potentially alienating consumers, dividing employees, and harming shareholders. The company elevates merit, excellence, and integrity ahead of race and identity-based policies. The company occasionally embraces corporate initiatives that redirect its central focus from business goals to partisan policies and divisive issues at times. This approach fails to safeguard free exercise, free speech, and free enterprise.

Rating Criteria

Corporate Weaponization Risk Levels
Criteria	Risk Level
Cancellations	Medium Risk
Discriminatory Philanthropy	Lower Risk
Employment Protection	Medium Risk

Corporate Weaponization ⓘ

Corporate Governance and Public Policy Risk Levels
Criteria	Risk Level
Advocacy Bias	Medium Risk
Funding	Medium Risk
Political Actions	No Data

Corporate Governance and Public Policy ⓘ

Rating Criteria Detail

Criteria Risk Level Rationale

Corporate Weaponization

Criteria:

Has canceled customers, suppliers, or vendors due to their political views or religious beliefs OR corporately boycotts, divests, or sanctions regions, people groups, or industries.

Risk Level:

Medium

Rationale:

Mariner integrates ESG into its business practices. From its 2023 Aligning Your Investment Strategy with Your Values page: The company offers “approaches to SRI and ESG mandates through individual stock strategies, mutual funds, exchange-traded funds and separately managed accounts” (1). The company’s latest brochure does not have ESG as an option for advisory purposes, but the company has not publicly stepped away from ESG advisement (2). In November 2025, Mariner and other advisory firms had to pay, altogether, $25.5 million to “more than 4,400 current and former employees [for allegedly violating] antitrust law by agreeing not to recruit or hire each other’s workers” (3)(4).

Criteria:

Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.

Risk Level:

Lower

Rationale:

Mariner does not appear to discriminate against charitable organizations based on views or beliefs (1).

Criteria:

Employment policies fail to protect against viewpoint or other discrimination and/or are ideological in nature.

Risk Level:

Medium

Rationale:

Mariner does not publish a nondiscrimination policy (1).

Corporate Governance and Public Policy

Criteria:

Uses corporate reputation to support causes, organizations, or policies hostile to freedom of expression.

Risk Level:

Medium

Rationale:

Mariner supports DEI within its business practices. From its We Champion Differences, Fairness & Belonging page: “We strive to create equitable and inclusive opportunities to meet the needs of all races, genders, ages, ethnicities, sexual orientations, gender identities, economic statuses and all abilities, backgrounds and perspectives” (1). Otherwise, the company has not supported ideological causes or policies (2).

Criteria:

Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.

Risk Level:

Medium

Rationale:

Mariner funded YWCA of Bethlehem (1). Otherwise, there are no publicly known cases of the company using corporate funds to advance ideological causes, organizations, or policies (2).

Criteria:

Uses corporate political actions and/or financial contributions for ideological, non-business purposes.

Risk Level:

N/A

Rationale:

Mariner does not operate a PAC or engage in lobbying at this time (1)(2)(3).