Mercer Advisors has ranked in the top 10 of the San Francisco Business Times 2025 Largest Wealth Management Firms in the Bay Area list. We have four offices and over 75 employees in the Bay Area and manage over $10B in client assets in the area.

Our local Bay Area team is committed to providing tailored guidance to a wide range of clients. Some of our team’s specialties include concentrated stock, multi-generational wealth management, and foundations and endowments.

We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.

Learn more about our Bay Area team here.

Important Information

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