Mercer Advisors
#1 RIA Firm
Barron’s 2026 Top 100

A Family Office for You and Your Clients

Mercer Advisors + REALM Global: A collaboration for elite agents and their most discerning clients.

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One Team to Manage It All

Our unified team of 400+ specialists delivers integrated financial planning, investment management, tax, estate, insurance, and more to empower you to offer lasting value and deepen relationships through every stage of your client’s financial journey.

A Natural Extension of Your Brand

As a boutique fiduciary with national strength, Mercer Advisors mirrors the excellence and sophistication you bring to every client relationship. Whether your client has $3 million or $300 million, our scalable family office model adapts to their unique needs, and elevates your role as a trusted advisor.

A Family Office for Your Family

We’ve adapted the sophisticated, time-tested strategies
used by ultra-high-net-worth individuals to help more
families take control of their financial future.

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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

A boutique fiduciary with national strength

that combines intimate service and sophisticated capability, and only acts in your best interest

Mercer Advisors Specialized Services

What We Offer Your Clients:

  • A Family Office For Your Family: Integrated planning, investing, tax, and estate strategies.
  • A Unified Team: 400+ specialists collaborating to execute a personalized financial plan.
  • A Hand-Picked Wealth Advisor: Focused on serving them, not prospecting.
  • An Institutional-Grade Portfolio: Managed by 100+ investment professionals.

What We Offer You:

  • A strategic partner who enhances your role as a trusted advisor beyond real estate transactions.
  • A relationship that deepens client loyalty and opens doors to long-term engagement.
  • A resource for navigating complex client needs like tax strategy, liquidity events, and legacy planning.
  • An advisor for you and your business, supporting your own financial success through tax planning, succession, and cash flow strategies.

Help Your Clients Make Confident Property Decisions

Download our quick guide to helping your clients connect property moves with long-term wealth goals.

Inside, you’ll find:

  • Key questions for client conversations
  • Solutions for common scenarios like downsizing, buying a second home, or liquidating assets
  • Mercer Advisors’ strategies to address objections and build confidence

Whether your clients are moving, investing, or planning ahead, this resource helps you elevate your conversations and establish yourself as a long-term partner.

Behind every luxury listing is more than a property— it’s a vision, a lifestyle, and a strategy.

At REALM Global Elevate Maui on November 4th 2025, Mercer Advisors turned live property tours into personalized wealth-planning case studies—helping partners deliver more than exceptional listings.

Strategies highlighted in our case studies:

  • Tax efficiency strategies: tax-loss harvesting, long-short strategies, and liquidity modeling to reduce the tax impact of selling highly appreciated real estate.
  • Equity compensation planning: 83(b) elections, QSBS exclusions, timing of RSU liquidation, and cash flow analysis to manage liquidity and tax efficiency for luxury home purchases.
  • Philanthropic planning and portfolio reallocation: qualified charitable distributions, donor-advised funds, and legacy planning to align wealth with values and optimize giving.

Through tailored financial strategies, we empower clients to align wealth with life, which helps ensure every investment supports their bigger picture.

Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.

$114B
Client Assets*
1770+
Team Members

Meet a Few of our Advisors

We’re all here for one reason: to work as an
integrated team to serve you.

Donald Calcagni

Money without purpose is just paper.

Donald Calcagni, MBA, MST, CFP®, AIF® Chief Investment Officer
Bennet Thonakkara

I enjoy connecting the dots of our clients’ financial lives. This allows me to help provide clarity and confidence to them as they navigate their unique financial journey.

Bennet Thonakkara, CFA®, CPA Partner
Nashua, Woodbridge, Old Lyme, West Hartford, Westport, Peabody
Danny Polyakov

While financial data is essential to build a financial plan, the motivation and discipline to accomplish your goals is where true value is derived. Our privilege is to work with you to make sure your plan propels you towards your ideal life.

Danny Polyakov, CFP®, EA Wealth Advisor
Woodland Hills, LA-Century City, Westlake Village
Laura Combs

If you are trying to coordinate a financial advisor, accountant, lawyer, insurance agent, I’m here to tell you: there’s a better way.

Laura Combs, CFP®, MBA Executive Managing Partner, Head of Women and Wealth
Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Springfield, Denver – Greenwood Village, Colorado Springs

Read Reviews from our Clients

Helping families like yours for over
40 years and counting.

See more reviews from our clients and important disclosures
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Frequently Asked Questions

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Mercer Advisors Team

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.

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

The scope of the services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. There can be no assurance that any investing approach will boost returns during any point in time or time period. Past performance is not a guarantee of future results.

*Company statistics as of 8/31/26. Client assets refers to client assets under management (AUM) and client assets 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.

Mercer Global Advisors, Inc. was ranked #1 for non-mega RIA firms. The Barron’s top RIA ranking, awarded each September based on prior 12-month data through June 30th, 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 for logo licensing. Please see important information about the ranking criteria methodology here.