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. 

Criteria for Top Wealth Managers:  

• Top firms or teams must have total assets under management for individual clients of at least $100 million 

• Average assets under management per client of at least $1 million 

• A 95 percent client retention rate over the last two years 

• No current disciplinary actions 

• Firm must be based within D Magazine’s geographic boundaries