Mercer Advisors has once again been ranked the #1 RIA firm in the nation by Barron’s on its 2025 Top 100 RIA Firms list — marking our second consecutive year at the top.

This recognition is more than a ranking, it’s a reflection of the trust, partnership, and shared values we’ve built with our clients. It reflects our unwavering commitment to helping families across the nation amplify and simplify their financial lives so they can focus on what matters most.

As 2025 marks our 40th anniversary, we reflect on four decades of helping families achieve Economic FreedomTM — and we’re just getting started. Over the past year, we’ve continued to grow and evolve, adding new talent and expanding our offerings — deepening capabilities in tax planning and preparation, amplifying how we deliver personalized portfolios for every client, and expanding access to diversified investment options.

Today, Mercer Advisors serves thousands of families nationwide, operating from 100+ offices across 35 states. Our comprehensive family office services are designed to connect every aspect of our clients’ financial lives — from financial planning and investment management to tax strategy, estate planning, insurance solutions, and trustee services. We are honored to be an essential part of our clients’ continued success.

Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets under management. The Barron’s 2025 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.

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.