Awards & Accolades
Mission accomplished.
After serving and advising the investor for over 27 years, our dedication and hard work have paid off:
- Top 1%1 of 20,000 Registered Investment Advisors in the U.S.
- Ranked by Investment News2 as one of the five largest financial planning firms in the U.S.
- Ranked by Investment News2 and Forbes2 as one of the largest fee-only Registered Investment Advisors in the U.S.
- More than $3.9 billion in assets under management3
1 Source: RIA Database, 2010
2 Investment News and Forbes rankings for investment management-related information are
for Mercer Global Advisors Inc. Rankings are based on assets under management.
3 Data as of May 2011
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
