#1 Ranked RIA Firm
in the Nation

Barron’s 2024 Top 100 Registered Investment Advisor Firms

Let’s Talk
Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

A Family Office for Your Family

We’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Your Team

A unified in-house team

of advisors, planners, investors, accountants, and estate strategists that designs – and executes – your financial plan

Your Person

A hand-picked advisor

who is focused on serving you, not on finding new clients

Your Portfolio

An institutional-grade portfolio

personalized to you and managed by a team of 100+ investment professionals, not just one advisor

Your Firm

An independent, national fiduciary

legally obligated to always act in your best interest

For nearly 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives.

$64B
Client Assets
1120+
Team Members

Meet Our Advisory Team

Our advisors, specialists, and client support staff are here for one reason: to work as an integrated team to serve you. 

1 Tax preparation and tax filing are a separate fee from our investment management and planning services.

2 Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with 
 Mercer Advisors.

3 Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as 
 officers of MAIS.

4 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.

The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Global Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

*Company statistics as of 7/31/24. Client assets refers to client assets under management (AUM) and client asset under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

Let’s talk.

First, fill out the form below. Next, our team will call you.

Loading form

1

Hello! We’d love to get to know a little about you before getting started.




2

What would you like your advisor to help you with? (Select all that apply) (Optional)

3

Why are you looking for an advisor now? (Select all that apply) (Optional)

4

Great! Do you work with a financial advisor today? (Optional)

5

When would you like to improve your financial strategy? (Optional)

6

Almost there! How much do you have saved in cash and investments? (Optional)
E.g., brokerage accounts (e.g., stocks, ETFs), savings, checking, CDs, 401(k), IRA, 403(b)

7

One last question as we wrap up! (Optional)
Anything else you’d like us to know before you speak with an advisor?
By submitting this information, you are selecting to receive promotional communications from the Mercer Advisors team. If you are a California resident and interested in learning more about personal information we may collect, please click here.