Our innovative Advisor Matching Tool has been recognized as the top Client Initiative by WealthManagement.com at the 2025 Wealthies! This recognition highlights our dedication to delivering high-impact, personalized guidance to each client we serve.

The Advisor Matching Tool was born out of our approach to always putting clients first. Our advisors focus on serving clients—not selling—while our Regional Vice Presidents (RVPs) introduce new families to the firm and to a hand-picked advisor. With our wealth advisors specializing in more than 30 areas, the Advisor Matching Tool empowers RVPs to connect each new client with an advisor whose expertise and background align with their specific preferences—whether that’s gender, language, cultural affinity, life events, or career paths.

This tool is designed to increase client satisfaction by helping match clients with advisors who best meet their specific needs.

Explore more here to see important information about the ranking criteria methodology: The Judges | Wealth Management Industry Awards

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. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.